Asset Planning

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,715

Total plan assets

$887.5M

Filings (rows)

Direct comp

$85K

Indirect comp

Showing only "ASSET PLANNING"

View all 3 variants aggregated →

ASSET PLANNING AND PROTECTION5 ASSET PLANNING SERVICES3 ASSET PLANNING3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Other service providers	1,829	$348.1M	$31K	$0
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Other service providers	1,542	$293.5M	$27K	$0
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Other service providers	1,344	$246.0M	$26K	$0