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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aspen Products, Inc. Aspen Products, Inc. 401(k) Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	557	$21.4M	$70K	$0
Aspen Products, Inc. Aspen Products, Inc. 401(k) Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	492	$17.8M	$56K	$0
Aspen Products, Inc. Aspen Products, Inc. 401(k) Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	504	$14.4M	$53K	$0