The Summit Financial Strategies, Inc.

Brett Langer signed The Summit Financial Strategies, Inc.'s 2025 Form 5500 as plan administrator.

• Brett Langer — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

The Summit Financial Strategies, Inc.'s EIN is 20-2552020.

Download the official 2025 Form 5500 (PDF) for The Summit Financial Strategies, Inc. from the U.S. Department of Labor's EFAST2 system.

The Summit Financial Strategies, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).