Summit Dental Management, S.C. 401(k) match, vesting and fees
What Summit Dental Management, S.C.'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Wipfli LLP | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Summit Dental Management, S.C.: employer contribution per participant | $2,932 | |
| Peer median | $1,337 |
| Summit Dental Management, S.C.: average balance | $122,685 | |
| Peer median | $35,764 |
| Summit Dental Management, S.C.: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49.5M at the end of plan year 2021 to $62.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 635 | $62.9M | $1.5M | $2,932 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 596 | $53M | $1.3M | $2,708 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 616 | $43.1M | $1.2M | $2,396 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 597 | $49.5M | $1.1M | $2,235 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Summit Dental Management, S.C. match 401(k) contributions?
The match terms for the Summit Dental Consulting 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,932 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Summit Dental Management, S.C. 401(k) match vested?
The vesting schedule for the Summit Dental Consulting 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Summit Dental Management, S.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wipfli LLP. The plan administrator is Summit Dental Management, S.C..
I left Summit Dental Management, S.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Summit Dental Management, S.C., (715) 833-8755) or the recordkeeper, Wipfli LLP. The Summit Dental Management, S.C. old 401(k) page lists the contacts from every plan filing. Find an old Summit Dental Management, S.C. 401(k)
Data from the public Form 5500 annual reports Summit Dental Management, S.C. filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Summit Dental Management, S.C.. Not financial advice. Report a correction · Methodology