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

Active participants

1,160

Total plan assets

$627.6M

Filings (rows)

Direct comp

$5K

Indirect comp

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Baker Donelson Bearman Caldwell & Berkowitz P.C. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · all filings	MEMPHIS, TN	Investment manager	1,160	$627.6M	$5K	$0