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
3
Active participants
4,715
Total plan assets
$887.5M
Filings (rows)
3
Direct comp
$182K
Indirect comp
$0
Aggregating 2 name variants under "PORTFOLIO AUDIT"
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 SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Other NONE | 1,344 | $246.0M | $113K |