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
4
Active participants
3,553
Total plan assets
$673.7M
Filings (rows)
4
Direct comp
$22K
Indirect comp
$20K
Aggregating 2 name variants under "PATRIOT INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant2
Other2
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SUMMIT MEDICAL GROUP, PLLC SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 1,829 | $348.1M | $12K |
| SUMMIT MEDICAL GROUP, PLLC SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 1,542 | $293.5M | $10K |
| PROVISION HEALTH PARTNERS, LLC PROVISION HEALTH ALLIANCE 401(K) PLAN | KNOXVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 64 | $16.7M | $0 |
| PROVISION HEALTH PARTNERS, LLC PROVISION HEALTH ALLIANCE 401(K) PLAN | KNOXVILLE, TN | Advisor / Consultant INVESTMENT ADVISORY | 118 | $15.4M | $0 |