# The Summit Center INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-summit-center-inc-401k-plan

> The Summit Center INC.'s 401(k) plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Summit Center INC.

- **Sponsor EIN:** 161095750

- **Sponsor Address:** 150 STAHL ROAD, GETZVILLE, NY, 14068

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

- **Total Participants:** 477

- **Total Assets:** $32.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|477|$32.5M|$884,107|$991,005|

| 2023|374|$28.9M|$812,776|$918,748|

| 2022|365|$25.7M|$774,367|$893,037|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$52,796|—|$52,796|

| RBC CAPITAL MARKETS LLC|INVESTMENT AD VISORY - PL|$51,034|—|$51,034|

| ACTUARIAL CONSULTING SERVICES, INC|CONTRACT ADMINISTRATOR|$12,227|$884|$13,111|

| JEFFREY L. OFFHAUS, CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RBC CAPITAL MARKETS LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT AD VISORY - PL

- [JEFFREY L. OFFHAUS, CPA LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,941

- **Estimated Expense Ratio:** 0.360% 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|$110,507|$51,034|$5,930|—|—|

| 2023|$99,241|$44,717|$9,594|—|—|

| 2022|$94,595|$46,003|$48,592|—|—|

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