Assets by plan
Share of aggregate retirement assets
Filings through .
Summit Orthopaedics, LLP
EIN 20-4989419medical practiceLatest filing 2025
Plans
2
Retirement
2
$13.5M assets
Health & Benefits
0
Participants
95
4103 MERCANTILE DRIVE - LAKE OSWEGO, OR 97035503-850-9940summitdocs.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.5M assets / 95 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMMIT ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$7.2M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN
Cash balance
Assets$6.3M
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $7.2M | 55 | 2025 |
| #002 | SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN | Cash balance | $6.3M | 40 | 2025 |
- #001 · 401(k) · 202555
- #002 · Cash balance · 202540
Retirement plans