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"

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PORTFOLIO AUDIT PRIVATE WEALTH2 PORTFOLIO AUDIT1

SERVICES PROVIDED

Accountant / Auditor3

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Plans served

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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	Accountant / Auditor	1,829	$348.1M	$18K	$0
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Accountant / Auditor	1,542	$293.5M	$52K	$0
Summit Medical Group, PLLC Summit Medical Group, PLLC 401(k) Profit Sharing Plan · all filings	KNOXVILLE, TN	Accountant / Auditor	1,344	$246.0M	$113K	$0