SUMMIT INVESTMENT ADVISORS

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

1,553

Total plan assets

$53.5M

Filings (rows)

Direct comp

$178K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN	KANSAS CITY, MO	Advisor / Consultant RIA	557	$21.4M	$70K
ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN	KANSAS CITY, MO	Advisor / Consultant RIA	492	$17.8M	$56K
ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN