Patriot Investment

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

3,553

Total plan assets

$673.7M

Filings (rows)

Direct comp

$22K

Indirect comp

$20K

Aggregating 2 name variants under "PATRIOT INVESTMENT"

Click a variant to view it alone

PATRIOT INVESTMENT MGT2 PATRIOT INVESTMENT MANAGEMENT2

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

Plans served

All 4 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	Investment manager	1,829	$348.1M	$12K	$0
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Investment manager	1,542	$293.5M	$10K	$0
Provision Health Partners, LLC Provision Health Alliance 401(k) Plan · all filings	KNOXVILLE, TN	Advisor / Consultant	64	$16.7M	$0	$10K
Provision Health Partners, LLC Provision Health Alliance 401(k) Plan · all filings	KNOXVILLE, TN	Advisor / Consultant	118	$15.4M	$0	$10K