Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT FAMILY HEALTH LLC
EIN 81-2874821medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
72
1828 SOUTH MILLENNIUM WAY SUITE 300 - MERIDIAN, ID 83642208-901-9441summitfamilyhealth.orgLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 72 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 FAMILY HEALTH 401K PLAN
401k
Assets$5.1M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT FAMILY HEALTH DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT FAMILY HEALTH 401K PLAN | 401k | $5.1M | 51 | 2025 | |
| 002 | SUMMIT FAMILY HEALTH DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 21 | 2024 |
Retirement plans