Summit Wealth & Retirement

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

827

Total plan assets

$59.2M

Filings (rows)

Direct comp

$19K

Indirect comp

Showing only "SUMMIT WEALTH & RETIREMENT"

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SUMMIT WEALTH GROUP2 SUMMIT WEALTH & RETIREMENT2 SUMMIT WEALTH ADVOCATES2 SUMMIT WEALTH MANAGEMENT1 SUMMIT WEALTH PARTNERS1 SUMMIT WEALTH STRATEGIES1

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cohen Ventures, Inc. DBA Energy Solutions Energy Solutions 401(k) Profit Sharing Plan · all filings	OAKLAND, CA	Advisor / Consultant	477	$35.1M	$4K	$0
Cohen Ventures, Inc. DBA Energy Solutions Energy Solutions 401(k) Profit Sharing Plan · all filings	OAKLAND, CA	Advisor / Consultant	350	$24.1M	$15K	$0