Summit Wealth Strategies

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

Total plan assets

$2.0M

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "SUMMIT WEALTH STRATEGIES"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Williams Construction Arkansas, Inc. Williams Construction Company Employees 401(k) Plan · all filings	SPRINGFIELD, MO	Advisor / Consultant	50	$2.0M	$11K	$0