Summit Healthcare Management Llc 401(k) Plan: Login, Facts & Contact Information

Summit Healthcare Management Llc 401(k) Plan Facts

Plan name
SUMMIT HEALTHCARE MANAGEMENT LLC
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SUMMIT HEALTHCARE MANAGEMENT LLC
Participants
4,737 (4,489 active employees)
Former employees with a balance
461
Plan assets
$23,634,667 at Dec 31, 2024
Average account balance
$10,932 across 2,162 accounts
Employer contributions
$778,330 in plan year 2024 (8% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2014
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.31 million went into the plan in contributions, $778,330 of it from the employer (8%).
  • $3.06 million was paid out to participants.
  • Investment and other income added $2.29 million.
  • Administrative expenses were $85,163, about $39 per account.

How the Summit Healthcare Management Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,064$3.11 million—$255,046
20201,673$5.51 million—$465,796
20212,200$7.01 million—$1.96 million
20223,658$9.28 million—$1.76 million
20235,412$15.2 million—$2.54 million
20244,737$23.6 million$778,330$3.06 million

Summit Healthcare Management Llc 401(k) Contact Information

Phone
615-637-7123
Mailing address
501 CORPORATE CENTRE DRIVE SUITE 600, FRANKLIN TN 37067
Plan sponsor
SUMMIT HEALTHCARE MANAGEMENT LLC
Employer identification number (EIN)
46-2684904
Plan number
001

Questions about the Summit Healthcare Management Llc 401(k)

Does Summit Healthcare Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $778,330, 8% of all contributions.

Does the Summit Healthcare Management Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Summit Healthcare Management Llc 401(k) plan?

4,737 participants at the start of plan year 2024, 4,489 of them active employees, and 461 former employees who still had money in the plan.

What is the average 401(k) balance at Summit Healthcare Management Llc?

About $10,932 per account: $23.6 million in plan assets across 2,162 accounts with a balance at the end of plan year 2024.

Who manages the Summit Healthcare Management Llc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Summit Healthcare Management Llc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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