Summit Financial Group

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

4,202

Total plan assets

$11.2M

Filings (rows)

Direct comp

$247K

Indirect comp

Showing only "SUMMIT FINANCIAL GROUP"

View all 8 variants aggregated →

SUMMIT FINANCIAL47 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL WEALTH ADVISOR3 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISORS L2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL MANAGEMENT1

SERVICES PROVIDED

Broker3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CN Enterprises CN Enterprises Health Plan Trust · all filings	OKLAHOMA CITY, OK	Broker	1,371	$5.5M	$90K	$0
CN Enterprises CN Enterprises Health Plan Trust · all filings	OKLAHOMA CITY, OK	Broker	1,415	$4.7M	$78K	$0
CN Enterprises CN Enterprises Health Plan Trust · all filings	ADA, OK	Broker	1,416	$948K	$78K	$0