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  2. Summit Financial, LLC

Filings through Oct 24, 2026.

Summit Financial, LLC

EIN 37-1895248-financial services-Latest filing 2025
Plans
1
Retirement
1
$28.5M assets
Health & Benefits
0
Participants
301
4 CAMPUS DRIVE - PARSIPPANY, NJ 07054908-821-6502summitfinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$28.5M - 301 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN

401(k)

Assets$28.5M
Participants301
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN401(k)$28.5M3012025
  • SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN$28.5M
    #001 · 401(k) · 2025301
Retirement plans
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