Summit Wealth Group

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

248

Total plan assets

$16.3M

Filings (rows)

Direct comp

$79K

Indirect comp

Showing only "SUMMIT WEALTH GROUP"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Seacoast Motorcycles, Inc. Seacoast Motorcycles, Inc. Retirement Plan · all filings	NORTH HAMPTON, NH	Advisor / Consultant	153	$8.3M	$31K	$0
Seacoast Motorcycles, Inc. Seacoast Motorcycles, Inc. Retirement Plan · all filings	NORTH HAMPTON, NH	Advisor / Consultant	95	$8.0M	$49K	$0