Summit Group Retirement Planners, Inc.
- Regulatory AUM
- $302M
- Discretionary
- $0
- Clients
- 247
- Avg AUM / client
- $1.2M
- Accounts
- 255
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $39.6M | 13.1% |
| High net worth individuals | 12 | $25.6M | 8.46% |
| Pension and profit sharing plans | 58 | $235M | 77.7% |
| Charitable organizations | Fewer than 5 clients | $975K | 0.32% |
| Corporations and other businesses | Fewer than 5 clients | $641K | 0.21% |
| Other | Fewer than 5 clients | $634K | 0.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pathways To Housing Pa, Inc. 401(k) Plan Pathways To Housing Pa, Inc. | 2024 | |
| Globo 401(k) Retirement Plan Globo Language Solutions, Llc | 2024 | |
| The Davlyn Group 401(k) Pension Plan Davlyn Manufacturing Co., Llc | Spring City, PA | 2024 |
| Korman Communities 401(k) Plan Shk Management, Inc. | 2024 | |
| Philadelphia Urgent Care Management, Inc. 401(k) Plan Philadelphia Urgent Care Management, Inc | 2024 | |
| Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust Heritage's Dairy Stores, Inc. | 2024 | |
| Soleo Health Holdings, Inc. 401(k) Plan Soleo Health Holdings, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony John Fiorenza | Ceo | Nov 2013 (13y) | 50% – 75% | |
| Derek Christopher Fiorenza | Coo And Cco | Nov 2013 (13y) | 25% – 50% | |
| Renée Bangs Mrosowski | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pathways To Housing Pa, Inc. 401(k) Plan | Pathways To Housing Pa, Inc. | 131 | $3.1M | 09/01/2024 |
| Globo 401(k) Retirement Plan | Globo Language Solutions, Llc | 159 | $3.9M | 02/01/2024 |
| The Davlyn Group 401(k) Pension Plan | Davlyn Manufacturing Co., Llc | 184 | $11.8M | 01/01/2024 |
| Korman Communities 401(k) Plan | Shk Management, Inc. | 1,233 | $49.3M | 01/01/2024 |
| Philadelphia Urgent Care Management, Inc. 401(k) Plan | Philadelphia Urgent Care Management, Inc | 209 | $2.8M | 01/01/2024 |
| Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust | Heritage's Dairy Stores, Inc. | 135 | $6.7M | 01/01/2024 |
| Soleo Health Holdings, Inc. 401(k) Plan | Soleo Health Holdings, Inc. | 1,017 | $42.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $135M (45% of AUM) Feb 2026
- LPL Financial $68.0M (23% of AUM) Feb 2026
- Ascensus Trust Company $58.6M (19% of AUM) Feb 2026
- Matrix Trust Company $29.3M (10% of AUM) Feb 2026
- Mg Trust Company $23.4M (11% of AUM) Mar 2022
- Great West Life And Annuity Insurance Company $9.8M (4% of AUM) Mar 2022
- Gwfs Equities, Inc. $7.2M (5% of AUM) Jun 2020
- Reliance Trust Company $1.5M (1% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗