Cailey Tadic signed Summit Physician Specialists, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Physician Specialists, P.C.'s EIN is 81-4233178.
Download the official 2024 Form 5500 (PDF) for Summit Physician Specialists, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Physician Specialists, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATION FINANCIAL SERVICES | — | SALT LAKE CITY, UT | INVESTMENT ADVISOR | $45K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
