· 2022–2024 · DOL EFAST2
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Summit Group Retirement Partners
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
1
Active participants
101
Total plan assets
$5.3M
Filings (rows)
1
Direct comp
$13K
Indirect comp
$0
Showing only "SUMMIT GROUP RETIREMENT PARTNERS"
View all 4 variants aggregated →
SUMMIT GROUP RETIREMENT PLANNERS
27
SUMMIT GROUP RETIREMENT
3
SUMMIT GROUP ASSOCIATES
1
SUMMIT GROUP RETIREMENT PARTNERS
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Choice Services International, Inc.
Choice Services International, Inc. 401(k) Plan ·
all filings
BELLMAWR, NJ
Advisor / Consultant
101
$5.3M
$13K
$0
Summit Group Retirement Partners — Form 5500 Service Provider Profile | Form 5500 Search