Summit Financial Wealth Advisor

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

182

Total plan assets

$29.4M

Filings (rows)

Direct comp

$71K

Indirect comp

Showing only "SUMMIT FINANCIAL WEALTH ADVISOR"

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

Investment manager2

Prospecting the plans that use Summit Financial Wealth Advisor?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bancroft BAG, Inc. Retirement Plan for Hourly Employees of Bancroft BAG, Inc. · all filings	WEST MONROE, LA	Investment manager	87	$16.1M	$37K	$0
Bancroft BAG, Inc. Retirement Plan for Hourly Employees of Bancroft BAG, Inc. · all filings	WEST MONROE, LA	Investment manager	95	$13.3M	$34K	$0