Summit Financial Management in

Edward Rojas signed Summit Financial Management in's 2025 Form 5500 as plan administrator.

• Edward Rojas — Plan Administrator — Form 5500 signer

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

Summit Financial Management in's EIN is 81-0593647.

Download the official 2025 Form 5500 (PDF) for Summit Financial Management in from the U.S. Department of Labor's EFAST2 system.

Summit Financial Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).