Summit Financial Wealth Advisors, LLC

Laurie Allen signed Summit Financial Wealth Advisors, LLC'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 Wealth Advisors, LLC's EIN is 46-3636065.

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

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