Assets by plan
Share of aggregate retirement assets
Filings through .
Summit Wealth Group, LLC
EIN 20-0402320financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Health & Benefits
0
Participants
22
205 BILLINGS FARM ROAD, SUITE 2A - WHITE RIVER JUNCTION, VT 05001802-295-5300summitwg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.9M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUMMIT WEALTH GROUP 401(K) PLAN
401(k)
Assets$7.2M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SUMMIT WEALTH GROUP CASH BALANCE PLAN
Cash balance
Assets$1.7M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUMMIT WEALTH GROUP 401(K) PLAN | 401(k) | $7.2M | 11 | 2025 |
| #002 | SUMMIT WEALTH GROUP CASH BALANCE PLAN | Cash balance | $1.7M | 11 | 2025 |
- #001 · 401(k) · 202511
- #002 · Cash balance · 202511
Retirement plans