Assets by plan
Share of aggregate retirement assets
Filings through .
Summit Family Health, LLC
EIN 81-2874821medical practiceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Health & Benefits
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 / $6.7M assets / 72 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 FAMILY HEALTH 401K PLAN
401(k)
Assets$5.1M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUMMIT FAMILY HEALTH DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.7M
Participants21
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 FAMILY HEALTH 401K PLAN | 401(k) | $5.1M | 51 | 2025 |
| #002 | SUMMIT FAMILY HEALTH DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.7M | 21 | 2025 |
- #001 · 401(k) · 202551
- #002 · Traditional DB · 202521
Retirement plans