# Summus Health Care, LLC 401(k) Plan
Source: https://planprovider.pro/companies/summus-health-care-llc-401k-plan

> Summus Health Care, LLC's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Summus Health Care, LLC

- **Sponsor EIN:** 822957179

- **Sponsor Address:** 2781 LAKE VISTA DR., LEWISVILLE, TX, 75067

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

- **Total Participants:** 168

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|168|$4.1M|$0|$363,955|

| 2023|136|$3.4M|$322|$313,847|

| 2022|131|$2.7M|$0|$392,550|

## 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|

| IMA ADVISORY SERVICES INC.|INVESTMENT ADVISOR|$14,865|—|$14,865|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$11,525|—|$11,525|

| PRICE KUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICE KUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,390

- **Estimated Expense Ratio:** 0.651% of plan assets

### 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|$28,616|$16,151|$940|—|—|

| 2023|$24,896|—|$24,896|—|—|

| 2022|$25,277|—|$25,277|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/summus-health-care-llc-401k-plan)

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