SUMMIT WEALTH
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
9
Active participants
10,965
Total plan assets
$1.8B
Filings (rows)
9
Direct comp
$174K
Indirect comp
$0
Aggregating 6 name variants under "SUMMIT WEALTH"
SERVICES PROVIDED
Advisor / Consultant6
Other3
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ELECTRONIC ARTS INC. ELECTRONIC ARTS INC. 401(K) PLAN | REDWOOD CITY, CA | Other NONE | 4,870 | $1.3B | $6K |
| RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA, MN | Other INV ADV, PARTICIPANTS | 2,430 | $204.5M | $5K |
| RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA, MN | Other INV ADV, PARTICIPANTS | 2,240 | $171.7M | $5K |
| COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND, CA | Advisor / Consultant INVESTMENT MANAGER | 477 | $35.1M | $4K |
| COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND, CA | Advisor / Consultant INVESTMENT MANAGER | 350 | $24.1M | $15K |
| SEACOAST MOTORCYCLES, INC. SEACOAST MOTORCYCLES, INC. RETIREMENT PLAN | NORTH HAMPTON, NH | Advisor / Consultant INVESTMENT ADVISOR | 153 | $8.3M | $31K |
| SEACOAST MOTORCYCLES, INC. SEACOAST MOTORCYCLES, INC. RETIREMENT PLAN | NORTH HAMPTON, NH | Advisor / Consultant INVESTMENT ADVISOR | 95 | $8.0M | $49K |
| KUSTOM US, INC. KUSTOM US, INC. 401(K) PLAN | LONGWOOD, FL | Advisor / Consultant ADVISOR | 300 | $6.1M | $49K |
| WILLIAMS CONSTRUCTION ARKANSAS, INC. WILLIAMS CONSTRUCTION COMPANY EMPLOYEES 401(K) PLAN | SPRINGFIELD, MO | Advisor / Consultant RIA | 50 | $2.0M | $11K |