Summit Wealth Advocates

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

4,670

Total plan assets

$376.2M

Filings (rows)

Direct comp

$10K

Indirect comp

Showing only "SUMMIT WEALTH ADVOCATES"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Other service providers2

Prospecting the plans that use Summit Wealth Advocates?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ridgeview Medical Center, Inc. Ridgeview Medical Center, Inc. Retirement Savings Plan · all filings	WACONIA, MN	Other service providers	2,430	$204.5M	$5K	$0
Ridgeview Medical Center, Inc. Ridgeview Medical Center, Inc. Retirement Savings Plan · all filings	WACONIA, MN	Other service providers	2,240	$171.7M	$5K	$0