Portfolio Audit Private Wealth

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

$69K

Indirect comp

Showing only "PORTFOLIO AUDIT PRIVATE WEALTH"

View all 2 variants aggregated →

PORTFOLIO AUDIT PRIVATE WEALTH2 PORTFOLIO AUDIT1

SERVICES PROVIDED

Accountant / Auditor2

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	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