Original filing (PDF)20250627091113NAL0022458914001

SUMMIT FINANCIAL ADVISORS, INC. DBA GUARDIAN WEALTH MANAGEMENT

Name: SUMMIT FINANCIAL ADVISORS, INC. DBA GUARDIAN WEALTH MANAGEMENT — SUMMIT FINANCIAL ADVISORS, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SUMMIT FINANCIAL ADVISORS, INC. DBA GUARDIAN WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SUMMIT FINANCIAL ADVISORS, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT FINANCIAL ADVISORS, INC. DBA GUARDIAN WEALTH MANAGEMENT.

Plan sponsor

Name

SUMMIT FINANCIAL ADVISORS, INC. DBA GUARDIAN WEALTH MANAGEMENT

DBA

GUARDIAN WEALTH MANAGEMENT

EIN

37-1388388

Address

311 SW WATER SUITE 210 · PEORIA, IL · 61602

Phone

(309) 692-1460

Industry