Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBA SUMMIT WEALTH & RETIREME
EIN 47-2346871financial servicesLatest filing 2025
Plans
3
Retirement
3
$4.8M assets
Welfare
0
Participants
40
2000 CROW CANYON PL, SUITE 410 - SAN RAMON, CA 94583925-927-1900LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.8M assets / 40 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
SWRP 401(K) PLAN
401k
Assets$3.5M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN
ProfitSharing
Assets$214K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWRP 401(K) PLAN | 401k | $3.5M | 18 | 2024 | |
| 002 | SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2025 | |
| 003 | SUMMIT WEALTH & RETIREMENT PARTNERS PROFIT SHARING PLAN | ProfitSharing | $214K | 11 | 2025 |
Retirement plans