# Summitt Enterprises INC 401(k) Plan
Source: https://planprovider.pro/companies/summitt-enterprises-inc-401k-plan

> Summitt Enterprises INC's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summitt Enterprises INC

- **Sponsor EIN:** 930443822

- **Sponsor Address:** 2305 ASHLAND ST, ASHLAND, OR, 975203777

- **Plan Type:** 401(k)

- **Total Participants:** 69

- **Total Assets:** $11.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|69|$11.7M|$436,510|$0|

| 2023|32|$9.8M|$413,604|$0|

| 2022|31|$8.3M|$377,928|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KBFALK, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KBFALK, PLLC](https://planprovider.pro/provider/kbfalk-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$704|—|—|—|—|

| 2023|$1,589|—|—|—|—|

| 2022|$1,878|—|—|—|$402|

## Similar Plans

- [Grayback Forestry, INC.](https://planprovider.pro/companies/grayback-forestry-inc-401k-plan) — 315 participants

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