Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
SUMMIT ORTHOPAEDICS, LLP
EIN 20-4989419medical practiceLatest filing 2024
Plans
2
Retirement
2
$12.1M assets
Welfare
0
Participants
104
4103 MERCANTILE DRIVE - LAKE OSWEGO, OR 97035503-850-9940summitdocs.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.1M assets / 104 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMIT ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$6.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$5.8M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $6.4M | 58 | 2024 | |
| 002 | SUMMIT ORTHOPAEDICS LLP CASH BALANCE PENSION PLAN | CashBalance | $5.8M | 46 | 2024 |
Retirement plans