Summit Financial Advisors, Inc. DBA Guardian Wealth Management

Laurie Allen signed Summit Financial Advisors, Inc. DBA Guardian Wealth Management's 2024 Form 5500 as plan administrator.

• Laurie Allen — Plan Administrator — Form 5500 signer

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

Summit Financial Advisors, Inc. DBA Guardian Wealth Management's EIN is 37-1388388.

Download the official 2024 Form 5500 (PDF) for Summit Financial Advisors, Inc. DBA Guardian Wealth Management from the U.S. Department of Labor's EFAST2 system.

Summit Financial Advisors, Inc. DBA Guardian Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).