Summit Financial, LLC (EIN 37-1895248) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $23.0M in plan assets and 198 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Summit Advisor Services LLC Employee 401(k) Plan | 001 | 198 | $23.0M |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
37-1895248 is the Employer Identification Number (EIN) Summit Financial, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
