SUMMIT GLOBAL INVESTMENTS
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
25
Active participants
300,712
Total plan assets
$57.1B
Filings (rows)
25
Direct comp
$782K
Indirect comp
$0
SERVICES PROVIDED
Other13
Broker9
Advisor / Consultant3
Top plans served
All 25 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $17K |
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | DALLAS, TX | Other NONE | 11,221 | $9.1B | $6K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 69,032 | $6.8B | $244K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 68,371 | $6.0B | $192K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,983 | $5.6B | $5K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,167 | $4.7B | $5K |
| INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN | SALT LAKE CITY, UT | Other NONE | 46,680 | $3.6B | $145K |
| SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 9,002 | $2.7B | $6K |
| DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON, OH | Broker BROKERAGE SERVICES | 5,468 | $868.0M | $3K |
| DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON, OH | Broker BROKERAGE SERVICES | 5,079 | $760.0M | $2K |
| DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON, OH | Broker BROKERAGE SERVICES | 4,614 | $652.2M | $2K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Broker SECURITIES BROKER | 2,003 | $633.5M | $11K |
| REPUBLIC AIRWAYS HOLDINGS INC. REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN | INDIANAPOLIS, IN | Other NONE | 6,342 | $577.6M | $12K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Broker SECURITIES BROKER | 1,865 | $576.0M | $9K |
| PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU, CA | Advisor / Consultant ADVISOR | 1,773 | $509.2M | $8K |
| REPUBLIC AIRWAYS HOLDINGS INC. REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN | INDIANAPOLIS, IN | Other NONE | 5,719 | $479.2M | $10K |
| NORTHERN ARIZONA HEALTHCARE CORP. NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN | FLAGSTAFF, AZ | Advisor / Consultant INVESTMENT ADVISOR | 3,856 | $413.7M | $6K |
| REPUBLIC AIRWAYS HOLDINGS INC. REPUBLIC AIRWAYS HOLDINGS INC. 401(K) PLAN | INDIANAPOLIS, IN | Other NONE | 6,016 | $379.5M | $9K |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,407 | $266.8M | $429 |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,918 | $255.8M | $442 |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | ST. CLAIRSVILLE, OH | Broker SECURITIES BROKER | 1,913 | $210.7M | $88 |
| BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN INSULATORS LOCAL NO. 2 PENSION PLAN | PITTSBURGH, PA | Other NONE | 495 | $188.3M | $27K |
| CONTINENTAL MILLS, INC CONTINENTAL MILLS, INC. 401 (K) RETIREMENT SAVINGS PLAN | TUKWILA, WA | Broker SECURITIES BROKER | 855 | $125.0M | $5K |
| INNOVATIVE SCIENTIFIC SOLUTIONS, INC. INNOVATIVE SCIENTIFIC SOLUTIONS, INC. 401(K) PLAN | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISORY - PL | 123 | $17.1M | $47K |
| V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS, NV | Other NONE | 131 | $3.9M | $10K |