Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT WEALTH GROUP, LLC
EIN 20-0402320financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUMMIT WEALTH GROUP 401(K) PLAN
401k
Assets$7.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT WEALTH GROUP CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMMIT WEALTH GROUP 401(K) PLAN | 401k | $7.2M | 11 | 2025 | |
| 002 | SUMMIT WEALTH GROUP CASH BALANCE PLAN | CashBalance | $1.7M | 11 | 2025 |
Retirement plans