SUMMIT GROUP
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
29
Active participants
9,362
Total plan assets
$344.0M
Filings (rows)
29
Direct comp
$664K
Indirect comp
$0
Aggregating 4 name variants under "SUMMIT GROUP"
SERVICES PROVIDED
Advisor / Consultant23
Other6
Top plans served
All 29 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING, PA | Advisor / Consultant ADVISOR | 1,233 | $49.3M | $66K |
| SOLEO HEALTH HOLDINGS, INC. SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | FRISCO, TX | Other PLAN SPONSOR | 1,017 | $42.0M | $34K |
| SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING, PA | Advisor / Consultant ADVISOR | 715 | $41.8M | $63K |
| SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING, PA | Advisor / Consultant ADVISOR | 698 | $34.9M | $62K |
| SOLEO HEALTH HOLDINGS, INC. SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | FRISCO, TX | Advisor / Consultant ADVISOR | 949 | $32.3M | $46K |
| EWIE GROUP OF COMPANIES, LLC EWIE GROUP OF COMPANIES 401(K) PLAN | ANN ARBOR, MI | Advisor / Consultant ADVISOR | 495 | $27.7M | $11K |
| SOLEO HEALTH HOLDINGS, INC. SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | FRISCO, TX | Advisor / Consultant ADVISOR | 1,000 | $22.4M | $42K |
| DAVLYN MANUFACTURING CO., LLC THE DAVLYN GROUP 401(K) PENSION PLAN | SPRING CITY, PA | Advisor / Consultant INVESTMENT ADVISOR | 184 | $11.8M | $52K |
| DAVLYN MANUFACTURING CO., LLC THE DAVLYN GROUP 401(K) PENSION PLAN | SPRING CITY, PA | Advisor / Consultant INVESTMENT ADVISOR | 178 | $10.9M | $35K |
| TITLE ABSTRACT CO. OF PA. TITLE ABSTRACT CO. OF PA. 401(K) PLAN | MEDIA, PA | Advisor / Consultant ADVISOR | 170 | $8.1M | $31K |
| HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE, NJ | Advisor / Consultant ADVISOR | 135 | $6.7M | $20K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 151 | $6.1M | $17K |
| HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE, NJ | Advisor / Consultant ADVISOR | 202 | $5.8M | $18K |
| TESCO-THE EASTERN SPECIALTY COMPANY TESCO-THE EASTERN SPECIALTY COMPANY 401(K) SAVINGS AND RETIREMENT PLAN | BRISTOL, PA | Other NONE | 147 | $5.5M | $14K |
| CHOICE SERVICES INTERNATIONAL, INC. CHOICE SERVICES INTERNATIONAL, INC. 401(K) PLAN | BELLMAWR, NJ | Advisor / Consultant INVESTMENT ADVISOR | 101 | $5.3M | $13K |
| HERITAGE'S DAIRY STORES, INC. HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | THOROFARE, NJ | Advisor / Consultant ADVISOR | 144 | $4.9M | $18K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 155 | $4.6M | $15K |
| GLOBO LANGUAGE SOLUTIONS, LLC GLOBO 401(K) RETIREMENT PLAN | PHILADELPHIA, PA | Advisor / Consultant ADVISOR | 159 | $3.9M | $10K |
| PHILADELPHIA URGENT CARE MANAGEMENT, INC PHILADELPHIA URGENT CARE MANAGEMENT, INC. 401(K) PLAN | PHILADELPHIA, PA | Other NONE | 209 | $2.8M | $11K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 172 | $2.7M | $10K |
| PATHWAYS TO HOUSING PA, INC. PATHWAYS TO HOUSING PA, INC. 401(K) PLAN | PHILADELPHIA, PA | Other NONE | 117 | $2.6M | $6K |
| PHILADELPHIA URGENT CARE MANAGEMENT, INC PHILADELPHIA URGENT CARE MANAGEMENT, INC 401(K) PLAN | PHILADELPHIA, PA | Other NONE | 193 | $2.3M | $10K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 138 | $2.1M | $9K |
| PHILADELPHIA URGENT CARE MANAGEMENT, INC PHILADELPHIA URGENT CARE MANAGEMENT 401(K) | PHILADELPHIA, PA | Other NONE | 174 | $1.8M | $9K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 161 | $1.6M | $8K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 166 | $1.4M | $7K |
| NORTH, INC. NORTH, INC. EMPLOYEE SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant FINANCIAL ADVISOR | 80 | $1.4M | $5K |
| FD MUNCY CORPORATION FD MUNCY CORP 401(K) PLAN | WILLIAMSPORT, PA | Advisor / Consultant FINANCIAL ADVISOR | 119 | $1.3M | $5K |
| TITLE ABSTRACT CO. OF PA. TITLE ABSTRACT CO. OF PA. 401(K) PLAN | MEDIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $15K |