SUMMIT FINANCIAL
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
61
Active participants
27,318
Total plan assets
$2.5B
Filings (rows)
62
Direct comp
$2.4M
Indirect comp
$23K
Aggregating 8 name variants under "SUMMIT FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant30
Other19
TPA / Administrator10
Broker3
Top plans served
Showing top 62 of 61 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ICE MILLER LLP ICE MILLER RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 630 | $370.6M | $15K |
| ICE MILLER LLP ICE MILLER RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 660 | $342.3M | $12K |
| ICE MILLER LLP ICE MILLER RETIREMENT PLAN | INDIANAPOLIS, IN | Other NONE | 638 | $302.4M | $11K |
| KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,651 | $124.4M | — |
| KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,564 | $108.8M | $98K |
| KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,384 | $95.2M | $174K |
| POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER, MA | TPA / Administrator TPA | 1,758 | $91.1M | $56K |
| POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 1,639 | $75.7M | $98K |
| ANDERSON REGIONAL MEDICAL CENTER ANDERSON REGIONAL MEDICAL CENTER RETIREMENT PLAN MASTER TRUST | MERIDIAN, MS | Other NONE | — | $64.4M | $20K |
| ANDERSON REGIONAL MEDICAL CENTER ANDERSON REGIONAL MEDICAL CENTER RETIREMENT PLAN MASTER TRUST | MERIDIAN, MS | Other NONE | — | $55.4M | $40K |
| BROAN-NUTONE LLC NORTEK RETIREMENT PLAN | HARTFORD, WI | Other NONE | 127 | $50.2M | $111K |
| BROAN-NUTONE LLC NORTEK RETIREMENT PLAN | HARTFORD, WI | Other | 108 | $49.7M | $94K |
| BROAN-NUTONE LLC NORTEK RETIREMENT PLAN | HARTFORD, WI | Other | 84 | $43.2M | $167K |
| ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 266 | $42.5M | $23K |
| SPORTSMEDIA TECHNOLOGY CORPORATION SMT 401(K) PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT ADVISORY | 453 | $40.9M | $57K |
| ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 267 | $36.0M | $38K |
| SPECIFIED TECHNOLOGIES, INC. SPECIFIED TECHNOLOGIES, INC. 401(K) PLAN | BRANCHBURG, NJ | Advisor / Consultant INVESTMENT ADVISOR | 201 | $30.7M | $65K |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | BOSTON, MA | TPA / Administrator TPA | 151 | $29.1M | $23K |
| ECCO USA, INC. ECCO USA, INC. 401K PLAN | SALEM, NH | Advisor / Consultant TPA / ADVISOR | 597 | $28.7M | $15K |
| HIGHLANDS RESIDENTIAL MORTGAGE HIGHLANDS RESIDENTIAL MORTGAGE, LTD. 401(K) PLAN | ALLEN, TX | Other INVESTMENT/FINANCIAL ADVI | 433 | $27.7M | $49K |
| EWIE GROUP OF COMPANIES, LLC EWIE GROUP OF COMPANIES 401(K) PLAN | ANN ARBOR, MI | Advisor / Consultant ADVISOR/INVESTMENT ADV | 495 | $27.7M | $38K |
| SEAMAN PAPER CO. OF MA AND SUBSIDIARIES SEAMAN PAPER CO. OF MA. AND SUBSIDIARIES SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN | GARDNER, MA | TPA / Administrator CONTRACT ADMIN | 318 | $27.3M | $19K |
| SEAMAN PAPER CO. OF MA AND SUBSIDIARIES SEAMAN PAPER CO. OF MA. AND SUBSIDIARIES SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN | GARDNER, MA | Advisor / Consultant ADVISOR | 318 | $27.3M | $38K |
| ECCO USA, INC. ECCO USA, INC. 401K PLAN | LONDONDERRY, NH | Advisor / Consultant TPA / ADVISOR | 612 | $26.5M | $28K |
| BELMONT CAPITAL LLC BELMONT CAPITAL TAX DEFERRED SAVINGS PLAN AND TRUST | CAMBRIDGE, MA | Advisor / Consultant FIDUCIARY ADVISOR, TPA | 635 | $26.1M | $17K |
| SPECIFIED TECHNOLOGIES, INC. SPECIFIED TECHNOLOGIES, INC. 401(K) PLAN | BRANCHBURG, NJ | Advisor / Consultant INVESTMENT ADVISOR | 196 | $25.7M | $53K |
| EWIE CO., INC. EWIE GROUP OF COMPANIES 401(K) PLAN | ANN ARBOR, MI | Other NONE | 527 | $24.7M | $69K |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 157 | $24.5M | $38K |
| COUNTRYSIDE RENTALS, INC. COUNTRYSIDE RENTALS, INC. 401(K) PLAN | BAINBRIDGE, OH | Other SERVICE PROVIDER | 341 | $21.4M | $43K |
| EWIE CO., INC. EWIE GROUP OF COMPANIES 401(K) PLAN | ANN ARBOR, MI | Other NONE | 515 | $20.9M | $54K |
| SPECIFIED TECHNOLOGIES, INC. SPECIFIED TECHNOLOGIES, INC. 401(K) PLAN | BRANCHBURG, NJ | Advisor / Consultant INVESTMENT ADVISOR | 189 | $20.3M | $61K |
| ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 901 | $17.6M | $16K |
| SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN | MONROE, LA | Advisor / Consultant FINANCIAL ADVISOR | 188 | $17.3M | $19K |
| CONSTRUCTION MANAGEMENT & BUILDERS, INC. C M & B 401(K) RETIREMENT & PROFIT SHARING PLAN | BEVERLY, MA | Other CONTRACTOR ADMINISTRATOR | 106 | $16.4M | $8K |
| BANCROFT BAG, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES OF BANCROFT BAG, INC. | WEST MONROE, LA | Other NONE | 87 | $16.1M | $37K |
| SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN | MONROE, LA | Advisor / Consultant FINANCIAL ADVISOR | 185 | $15.0M | $33K |
| OCULAR THERAPEUTIX, INC. OCULAR THERAPEUTIX, INC. EMPLOYEE RETIREMENT PLAN | BEFORD, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 274 | $14.8M | $25K |
| ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 784 | $13.7M | $21K |
| SERAVALLI FINANCIAL GROUP, INC. SERAVALLI FINANCIAL GROUP, INC. 401K PROFIT SHARING PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISORY | 250 | $13.5M | $0 |
| BANCROFT BAG, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES OF BANCROFT BAG, INC. | WEST MONROE, LA | Other NONE | 95 | $13.3M | $34K |
| E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN | SALEM, MA | Advisor / Consultant TPA / ADVISOR | 121 | $12.8M | $26K |
| SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC DBA ALLI MANAGEMENT SOL SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN | MONROE, LA | Other NONE | 152 | $12.7M | $35K |
| ARIES MARINE CORPORATION ARIES MARINE CORPORATION 401(K) PLAN | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 88 | $9.9M | $27K |
| ARIES MARINE CORPORATION ARIES MARINE CORPORATION 401(K) PLAN | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 84 | $9.8M | $26K |
| ARIES MARINE CORPORATION ARIES MARINE CORPORATION 401(K) PLAN | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISOR | 100 | $9.6M | $25K |
| GEMI MANAGEMENT COMPANY, INC. HADDAD DEALERSHIPS 401(K) PLAN | PITTSFIELD, MA | Advisor / Consultant INVESTMENT ADVISOR | 190 | $9.4M | $3K |
| NAVIGATOR DEVELOPMENT GROUP, INC. NAVIGATOR DEVELOPMENT GROUP, INC. 401K PLAN | ENTERPRISE, AL | Advisor / Consultant INVESTMENT ADVISOR | 152 | $9.3M | $22K |
| NAVIGATOR DEVELOPMENT GROUP, INC. NAVIGATOR DEVELOPMENT GROUP, INC. 401K PLAN | ENTERPRISE, AL | Other INVESTMENT PROVIDER | 100 | $8.1M | $21K |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 362 | $7.8M | $8K |
| GP&C OPERATIONS LLC. GP&C OPERATIONS LLC. 401K RETIREMENT PLAN | GARDNER, MA | Advisor / Consultant ADVISOR | 244 | $7.5M | $26K |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON, MA | TPA / Administrator CONTRACT ADMINISTRATOR | 331 | $7.1M | $16K |
| MINUTEMAN SENIOR SERVICES, INC. MINUTEMAN SENIOR SERVICES 403B PLAN | BEDFORD, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 142 | $5.6M | $11K |
| CN ENTERPRISES CN ENTERPRISES HEALTH PLAN TRUST | OKLAHOMA CITY, OK | Broker BROKER | 1,371 | $5.5M | $90K |
| NARDONE ELECTRICAL CORPORATION NARDONE ELECTRICAL CORPORATION 401K PLAN | WOBURN, MA | Advisor / Consultant FIDUCIARY ADVISOR AND TPA | 119 | $5.1M | $12K |
| ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. PENSION TRUST | SOUTH DENNIS, MA | Other ADVISER | 126 | $4.8M | $13K |
| CN ENTERPRISES CN ENTERPRISES HEALTH PLAN TRUST | OKLAHOMA CITY, OK | Broker BROKER | 1,415 | $4.7M | $78K |
| MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE, MA | TPA / Administrator CONTRACT ADMIN | 570 | $4.5M | $4K |
| MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE, MA | TPA / Administrator CONTRACT ADMIN | 556 | $3.9M | $7K |
| MBW, INC. MBW, INC. 401(K) PLAN | ORANGE, MA | Advisor / Consultant ADVISOR | 124 | $3.0M | $9K |
| BIG BROTHERS BIG SISTERS OF EASTERN MASS BIG BROTHERS BIG SISTERS OF EASTERN MASS 403(B) RETIREMENT PLAN | BOSTON, MA | Advisor / Consultant TPA, FIDUCIARY ADVISOR | 89 | $2.2M | — |
| CN ENTERPRISES CN ENTERPRISES HEALTH PLAN TRUST | ADA, OK | Broker BROKER | 1,416 | $948K | $78K |
| NORTHEAST PROPERTIES LLC RIVERBEND FOODS, LLC RETIREMENT PLAN FOR PITTSBURGH HOURLY EMPLOYEES | SOUTHLAKE, TX | Other NONE | 0 | $0 | $0 |