PORTFOLIO AUDIT

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

$182K

Indirect comp

Aggregating 2 name variants under "PORTFOLIO AUDIT"

PORTFOLIO AUDIT PRIVATE WEALTH2 PORTFOLIO AUDIT1

SERVICES PROVIDED

Other3

Top plans served

All 3 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	$18K
SUMMIT MEDICAL GROUP, PLLC SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN	KNOXVILLE, TN	Other NONE	1,542	$293.5M	$52K
SUMMIT MEDICAL GROUP, PLLC