Summit Utility Services, LLC401(k)
SUMMIT UTILITY 401(K) PLAN AND TRUST · MISSOULA, MT · plan year 2022
Summit Utility Services, LLC reported $3,280 in plan administrative expenses for 2022: 1.86% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Montana (227th of 229), and 5,301st of 5,337 in construction.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 383844264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.