SUMMIT FINANCIAL CORPORATION
46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served38+1 YoYRank #468 of mapped providers
Assets under administration$6.1B0.0%Market share · rank #2020
Fees received$1MMedian $26,375/planSum across Schedule C direct + indirect
Net wins YoY-211 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SUMMIT FINANCIAL CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where SUMMIT FINANCIAL CORPORATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; ActuarialCode 11 | 22 | $27,313 | |
Other fees; Investment advisory (plan)Code 27 | 8 | $23,618 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $11,506 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $37,896 | |
Contract AdministratorCode 13 | 1 | $0 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $49,264 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $29,504 | |
Direct payment from the planCode 50 | 1 | $70,000 |
Competitor overlap
Percent of SUMMIT FINANCIAL CORPORATION's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SUMMIT FINANCIAL CORPORATION.
| Sponsor | From | Assets |
|---|---|---|
SPORTSMEDIA TECHNOLOGY CORPORATIONNC · 521693107-002 | THE MANDMARBLESTONE GROUP LLC | $41M |
HIGHLANDS RESIDENTIAL MORTGAGETX · 752269700-001 | WELLS FARGO BANK, N.A. | $28M |
CONSTRUCTION AND GENERAL LABORERS LOCAL 190 ANNUITY PLANNY · 260422339-002 | SUMMIT ACTUARIAL SERVICE | $26M |
COUNTRYSIDE RENTALS, INC.OH · 311197186-001 | TAP CONSULTING DBA GENEX CONSULTING | $21M |
SERAVALLI FINANCIAL GROUP, INC.PA · 232527474-001 | PRINCIPAL LIFE INSURANCE COMPANY | $13M |
GEMI MANAGEMENT COMPANY, INC.MA · 756627452-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
NAVIGATOR DEVELOPMENT GROUP, INC.AL · 721398731-001 | (new plan) | $9M |
PATHWAYS TO HOUSING PA, INC.PA · 452612118-001 | DELAWARE VALLEY RETIREMENT, INC. | $3M |
Plans lost in 2024
Appeared last year under SUMMIT FINANCIAL CORPORATION; not this year.
| Sponsor | To | Assets |
|---|---|---|
POLAR CORP.MA · 043026575-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $91M |
ISAACSON MILLERMA · 043061714-001 | RPW SOLUTIONS LLC | $42M |
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC.MA · 042103559-002 | RPW SOLUTIONS LLC | $29M |
ECCO USA, INC.NH · 020485427-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $29M |
SEAMAN PAPER CO. OF MA AND SUBSIDIARIESMA · 042184201-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
COMPOSITION ROOFERS LOCAL #4 ANNUITY FUNDNJ · 222405101-001 | MARINER LLC | $23M |
ENERGY NORTH, INC.MA · 042748522-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $18M |
JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC.MA · 042317972-001 | RPW SOLUTIONS LLC | $8M |
PLEASANT VALLEY TRAILERSOH · 300389878-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
CHOICE SERVICES INTERNATIONAL, INC.NJ · 232828406-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $15,187 | 1y | - |
TRUSTEES LOCAL 338 RETIREMENT FUNDNY · 136533678-001 | $607M | 17,068 | $40,000 | 10y | - |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $70,000 | 10y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | $562M | 2,904 | $62,750 | 9y | - |
BOARD OF TRUSTEES LOCAL 351 PENSION FUNDNJ · 223417366-001 | $542M | 3,230 | $30,100 | 6y | - |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | $527M | 6,176 | $7,825 | 1y | - |
LOCAL 68 ENGINEERS UNION PENSION FUND BOARD OF TRUSTEESNJ · 510176618-001 | $462M | 5,417 | $35,250 | 6y | - |
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUNDNY · 112653717-002 | $390M | 2,804 | $18,500 | 10y | - |
IBEW JOINT PENSION FUND LOCAL 456NJ · 226238995-001 | $302M | 1,470 | $26,125 | 6y | - |
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUNDNY · 061211087-001 | $151M | 2,028 | $48,900 | 9y | - |
Flag exposure
97.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (46)
Raw Schedule C names collapsed into SUMMIT FINANCIAL CORPORATION.
- SUMMIT
- SUMMIT ACTUARIAL CONSULTANTS
- SUMMIT ACTUARIAL SERVICES
- SUMMIT ACTUARIAL SERVICES LLC
- SUMMIT ACTUARIAL SERVICES, LLC
- SUMMIT AGRICULTURAL GROUP
- SUMMIT ASSOCIATES
- SUMMIT BENEFIT & ACTUARIAL
- SUMMIT BENEFIT SOLUTIONS
- SUMMIT BENEFIT SOLUTIONS INC
- SUMMIT BENEFIT SOLUTIONS INC.
- SUMMIT BENEFIT SOLUTIONS, INC.
- SUMMIT BENEFIT SOLUTIONS,INC.
- SUMMIT BROKERAGE SERVICES
- SUMMIT BROKERAGE SERVICES INC.
- SUMMIT BROKERAGE SERVICES, INC
- SUMMIT BROKERAGE SERVICES, INC.
- SUMMIT CAPITAL
- SUMMIT FINACIAL CORPORATION
- SUMMIT FINANCIAL
- SUMMIT FINANCIAL CORP
- SUMMIT FINANCIAL CORPORATION
- SUMMIT FINANCIAL INSURANCE AGENCY
- SUMMIT FINANCIAL L STRATEGIES INC.
- SUMMIT FINANCIAL LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SUMMIT FINANCIAL CORPORATION's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 1 | 2.63% | 0.14% | +2.49 pp |
| Corrective distributions | 2 | 5.26% | 1.76% | +3.50 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SUMMIT FINANCIAL CORPORATION. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).