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SUMMIT WEALTH MANAGEMENT, INC.

EIN 26-0311141-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
15
35 EAST MAIN STREET - FREDONIA, NY 14063716-484-3005summitwmi.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 15 part

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Retirement#001

SUMMIT WEALTH MANAGEMENT 401(K) AND PSP

401k

Assets$1.1M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT WEALTH MANAGEMENT 401(K) AND PSP401k$1.1M152024
Retirement plans
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