Summit Wealth Partners

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

4,870

Total plan assets

$1.3B

Filings (rows)

Direct comp

$6K

Indirect comp

Showing only "SUMMIT WEALTH PARTNERS"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Electronic ARTS Inc. Electronic ARTS Inc. 401(k) Plan · all filings	REDWOOD CITY, CA	Other service providers	4,870	$1.3B	$6K	$0