Sponsor portfolio
SUMMERS MURPHY AND PARTNERS, INC
EIN 95-2669104architecture & planningLatest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
29
34197 PACIFIC COAST HWY STE 200 - DANA POINT, CA 92629949-443-1446smpinc.netLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMERS MURPHY AND PARTNERS INC, 401(K) PROFIT SHARING PLAN TRUST | 401k | $3.6M | 29 | 2025 |
Retirement plans