Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#002)$175.4M
Filings through .
Summit Orthopedics, Ltd.
EIN 41-1762331medical practiceLatest filing 2025
Plans
3
Retirement
2
$183.5M assets
Health & Benefits
1
$1.6M premiums
Participants
2,676
710 COMMERCE DRIVE, SUITE 200 - WOODBURY, MN 55125651-968-5050summitortho.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $183.5M assets / 1,630 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$175.4M
- (Not disclosed)$8.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 1,044 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
- Vision$36K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN
401(k)
Assets$175.4M
Participants1,563
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SUMMIT ORTHOPEDICS, LTD. CASH BALANCE PENSION PLAN
Cash balance
Assets$8.1M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
SUMMIT HEALTH AND WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives1,044
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $175.4M | 1,563 | 2025 |
| #004 | SUMMIT ORTHOPEDICS, LTD. CASH BALANCE PENSION PLAN | Cash balance | $8.1M | 67 | 2025 |
- #002 · 401(k) · 20251,563
- #004 · Cash balance · 202567
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | SUMMIT HEALTH AND WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.6M | 1,044 | 2025 |
- #509 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20251,044
Retirement plans
Health & Benefits plans