· 2022–2024 · DOL EFAST2
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SUMMIT ASSET MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
1,160
Total plan assets
$627.6M
Filings (rows)
1
Direct comp
$5K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,160
$627.6M
$5K
SUMMIT ASSET MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search
