Sponsor portfolio
SUMMIT FINANCIAL NETWORK (FORMERLY SUMMIT BROKERAGE SERVICES)
EIN 45-4264559Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$377K assets
Welfare
0
Participants
2
1042 MORGANTOWN AVE - FAIRMONT, WV 265544357304-363-0073
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SBS 401K PLAN | OtherDC | $377K | 2 | 2024 |
Retirement plans