Finance & Insurance
Page 537 of 628 · 62,720 sponsors (2020–2025).
Summit Legacy, LLC
20-8828164Marietta, GA·1 plan·2024, 2023, 2022, 2021, 2020Summit Lending
83-1837545Lees Summit, MO·1 plan·2022, 2021, 2020Summit Medical Group, P.A.
22-3487984Berkeley Heights, NJ·2 plans·2024, 2023, 2022, 2021, 2020Summit Mortgage Bankers, INC.
13-3654244Flushing, NY·1 plan·2024, 2023, 2022, 2021, 2020Summit Mortgage Corp
93-1231049Portland, OR·1 plan·2024, 2023, 2022, 2021, 2020Summit Mortgage Corporation
41-1726353Plymouth, MN·5 plans·2024, 2023, 2022, 2021, 2020Summit National Bank
83-0265089Laurel, MT·1 plan·2024, 2023, 2022Summit National Of New Jersey In
27-0627632Colonia, NJ·1 plan·2024, 2023, 2022, 2021Summit Partners, LP
04-3478657Boston, MA·2 plans·2024, 2023, 2022, 2021, 2020Summit Peak Investments, LLC
82-5488125Fort Worth, TX·2 plans·2024, 2023, 2022, 2021Summit Planning Group, INC.
16-1283752East Syracuse, NY·1 plan·2024, 2023, 2022, 2021, 2020Summit Point Resources, INC.
34-2044220Irvine, CA·2 plans·2023, 2022, 2021, 2020Summit Private Investments, INC.
22-2321667Summit, NJ·1 plan·2024, 2023, 2022, 2021, 2020Summit Realty Advisors LLC
20-3744497Ambler, PA·1 plan·2024, 2023, 2022, 2021, 2020Summit Retirement Partners, LLC
46-3707036Apex, NC·1 plan·2024, 2023, 2022, 2021Summit Risk Advisors LLC
45-5539067La Fayette, GA·1 plan·2024, 2023, 2022, 2021, 2020Summit Securities 401(K) Plan
99-2898027New York, NY·1 plan·2025Summit South Mortgage
62-1874416Knoxville, TN·1 plan·2024, 2023, 2022, 2021, 2020Summit Specialty Insurance
99-0561028Simi Valley, CA·1 plan·2024Summit Square Partners, LLC DBA Fresca Keller Wealth
99-3511964Lexington, KY·2 plans·2024, 2025Summit State Bank
94-2878925Santa Rosa, CA·1 plan·2024, 2023, 2022Summit Stlmt Svcs Of Ma Ins. Agency, INC
04-3210499Naples, FL·1 plan·2023, 2022, 2021, 2020Summit Trail Advisors LLC
47-4455913New York, NY·1 plan·2024, 2023, 2022, 2021, 2020Summit Value Streams, LLC
93-2265109Richfield, OH·1 plan·2024, 2023Summit View Partners, LLC
92-1562763Farmington, UT·1 plan·2024, 2023Summit View Wealth Management LLC
46-1909637Wexford, PA·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth & Retirement Plann
47-2346871San Ramon, CA·3 plans·2024, 2023, 2022, 2021, 2020Summit Wealth Advisors, LLC
25-1893393Pittsburgh, PA·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth Advocates, LLC
27-3240030Prior Lake, MN·1 plan·2023, 2022, 2021, 2020Summit Wealth Group
27-1948910Tulsa, OK·1 plan·2020Summit Wealth Group
46-0504923Colorado Springs, CO·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth Group, LLC
20-0402320White River Junction, VT·2 plans·2024, 2023, 2022, 2021, 2020Summit Wealth Group, LLC
93-3270335Roanoke, VA·1 plan·2024, 2023Summit Wealth Management
26-1367849Greenwood Village, CO·1 plan·2023, 2022, 2021Summit Wealth Management
27-1109674Coralville, IA·2 plans·2023, 2022, 2021, 2020Summit Wealth Management Group, INC.
46-3943192Camarillo, CA·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth Management, INC.
20-5345189Overland Park, KS·1 plan·2020Summit Wealth Management, INC.
26-0311141Fredonia, NY·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth Partners, LLC
20-2137916Orlando, FL·1 plan·2024, 2023, 2022, 2021, 2020Summit Wealth Strategies
81-0874769Chesterfield, MO·2 plans·2024, 2023, 2022, 2021, 2020Summitry, LLC
20-2133053Foster City, CA·1 plan·2024, 2023, 2022, 2021, 2020Sumner & Sumner, INC.
06-0744663Willimantic, CT·1 plan·2022, 2021, 2020Sumner & Toner Insurance Agency INC
04-1036355Longmeadow, MA·1 plan·2024, 2025, 2023, 2022, 2021, 2020Sumner Bank And Trust
20-1007064Gallatin, TN·1 plan·2024, 2023, 2022, 2021, 2020Sumnicht & Associates, LLC
56-2493940Appleton, WI·1 plan·2024, 2023, 2022, 2021, 2020Sumridge Partners, LLC
27-1525849Jersey City, NJ·1 plan·2024, 2023, 2022, 2021, 2020Sumup, INC.
27-4189160San Francisco, CA·2 plans·2023, 2022, 2021, 2020Sumx Holdings INC
99-4568993London, KY·1 plan·2024Sun American Mortgage Company
86-0489049Mesa, AZ·1 plan·2024, 2023, 2022Sun Capital Advisors, LP
65-0624186Boca Raton, FL·4 plans·2024, 2023, 2022, 2021, 2020Sun Coast General Insurance Agency, INC.
33-0167527Lake Forest, CA·1 plan·2024, 2023, 2022, 2021, 2020Sun Community Federal Credit U
95-1879075El Centro, CA·3 plans·2024, 2025, 2023, 2022, 2021, 2020Sun Credit Union
59-0904715Hollywood, FL·1 plan·2024, 2023, 2022, 2021, 2020Sun East Federal Credit Union
23-1442032Aston, PA·3 plans·2024, 2023, 2022, 2021, 2020Sun Federal Credit Union
34-1300434Maumee, OH·3 plans·2024, 2023, 2022, 2021, 2020Sun Finance Company, LLC
72-0536636Metairie, LA·1 plan·2024, 2023, 2022, 2021, 2020Sun Group Wealth Partners
90-0674671Irvine, CA·1 plan·2024, 2023, 2022, 2021, 2020Sun Life Financial U.S. Services Company, INC.
26-3730703Wellesley, MA·6 plans·2024, 2023, 2022, 2021, 2020Sun Mountain Capital LLC
20-5441687Santa Fe, NM·1 plan·2024, 2023, 2022, 2021, 2020Sun Title Agency, LLC
20-2486184Grand Rapids, MI·1 plan·2024, 2023, 2022, 2021, 2020Sun Valley Gold LLC
82-0507870Ketchum, ID·1 plan·2024, 2023, 2022, 2021, 2020Sun Valley Insurance
82-0500298Ketchum, ID·1 plan·2021, 2020Sun West Educational Credit Un
84-0417233Pueblo, CO·1 plan·2024, 2023, 2022, 2021, 2020Sun West Financial Services International INC
66-0800214Guaynabo, PR·1 plan·2024, 2023, 2022, 2021, 2020Sun West Mortgage Company, INC.
66-0445953Guaynabo, PR·1 plan·2024, 2023, 2022, 2021Sun West Mortgage Company, INC.
66-0459530Guaynabo, PR·2 plans·2024, 2023, 2022, 2021Sunandan Sen Cfp
20-2490801Kew Gardens, NY·1 plan·2020Sunbelt Finance, LLC
71-0775343Jonesboro, AR·1 plan·2024, 2023, 2022, 2021, 2020Sunbelt Financial, LLC DBA Quest Agency
47-1434644Tomball, TX·1 plan·2024, 2025, 2023, 2022Sunbelt Group, LLC
45-3365099Chattanooga, TN·1 plan·2022, 2021, 2020Sunbit, INC.
81-0766863Los Angeles, CA·2 plans·2024, 2023, 2022, 2021, 2020Suncoast Business Ventures, INC.
88-3744398Dunedin, FL·1 plan·2023, 2022Suncoast Claims, INC.
90-0251460Bedford, TX·1 plan·2024, 2025, 2023, 2022Suncoast Credit Union
59-0291451Tampa, FL·2 plans·2024, 2023, 2022, 2021, 2020Suncoast Equity Management, LLC
47-4482326Tampa, FL·1 plan·2024, 2025, 2023, 2022, 2021, 2020Suncoast Insurance Services, INC.
46-1073173Arroyo Grande, CA·1 plan·2024, 2023, 2022, 2021, 2020Suncrest Bank
51-0647623Ontario, CA·3 plans·2022, 2021, 2020Suncrest Capital LLC
86-2581638Garden City, ID·1 plan·2024Suncrest Wealth Management LLP
46-5002127Tucson, AZ·1 plan·2024, 2023, 2022, 2021Sundaeswap Labs, INC.
87-1409799Greenbrae, CA·1 plan·2024, 2025, 2023, 2022Sundahl & Co., INC.
25-1479871Bradford, PA·1 plan·2020Sundance State Bank
83-0149243Sundance, MT·2 plans·2024, 2025, 2023, 2022, 2021, 2020Sundays Insurance LLC
37-1762757Wilmington, DE·1 plan·2024, 2023Sundel & Milford, INC.
06-0841583Waterbury, CT·1 plan·2024, 2025, 2023, 2022, 2021, 2020Sunderlandpartners
92-1307045Washington, DC·1 plan·2024, 2023Sundown State Bank
75-1104365Levelland, TX·1 plan·2024, 2023, 2022, 2021Sundowner Capital Management, LLC
93-1288799Bend, OR·1 plan·2024, 2023Sundvold Capital Management, LLC
43-1823054Columbia, MO·2 plans·2024, 2025, 2023, 2022, 2021, 2020Sunesis Advisors, LLC
45-2497630Overland Park, KS·1 plan·2024, 2023, 2022Sunfield INC
36-4600201North Charleston, SC·1 plan·2024Sunflower Bank
48-0216075Salina, KS·2 plans·2024, 2023, 2022, 2021, 2020Sungage Financial, LLC
45-4756815Boston, MA·2 plans·2024, 2023, 2022, 2021, 2020Sungate Insurance Agency INC
27-3851839Lake Mary, FL·1 plan·2024, 2025, 2023, 2022, 2021, 2020Sunhour Solar, INC.
88-3415961Doral, FL·2 plans·2024, 2023Sunlight Federal Credit Union
83-0178224Cody, WY·2 plans·2024, 2023, 2022, 2021, 2020Sunlight Financial, LLC
46-5653713Charlotte, NC·3 plans·2024, 2023, 2022, 2021, 2020Sunmark Community Bank
58-0549681Hawkinsville, GA·1 plan·2024, 2023, 2022, 2021, 2020Sunmark Credit Union
14-1364933Latham, NY·7 plans·2024, 2023, 2022, 2021, 2020Sunnyhill Financial INC
82-3618111San Francisco, CA·1 plan·2024, 2023, 2022, 2021, 2020Sunnyside Auto Finance Company
36-1841130Mchenry, IL·1 plan·2024, 2025, 2023, 2022, 2021, 2020