Patriot Investment Management

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

3,371

Total plan assets

$641.6M

Filings (rows)

Direct comp

$22K

Indirect comp

Showing only "PATRIOT INVESTMENT MANAGEMENT"

View all 2 variants aggregated →

PATRIOT INVESTMENT MGT2 PATRIOT INVESTMENT MANAGEMENT2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 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