Summit Financial 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

638

Total plan assets

$302.4M

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "SUMMIT FINANCIAL MANAGEMENT"

View all 8 variants aggregated →

SUMMIT FINANCIAL45 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISOR2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WEALTH ADVISORS L1 SUMMIT FINANCIAL MANAGEMENT

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ice Miller LLP Ice Miller Retirement Plan · all filings	INDIANAPOLIS, IN	Other service providers	638	$302.4M	$11K	$0