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 FINANCIAL46 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISORS L2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WEALTH ADVISOR2 SUMMIT FINANCIAL WELATH ADVISORS

SERVICES PROVIDED

Investment manager2

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