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GB & ASSOCIATES LLC

EIN 47-2925444-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
14
5420 SOUTH QUEBEC STREET, SUITE 105 - GREENWOOD VILLAGE, CO 80111303-221-6418
Plans on this EIN
1 filing
#001401k-$3.3M - 14 part

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Retirement#001

SUMMIT WEALTH MANAGEMENT 401(K) PLAN & TRUST

401k

Assets$3.3M
Participants14
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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) PLAN & TRUST401k$3.3M142025
Retirement plans
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