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

1,344

Total plan assets

$246.0M

Filings (rows)

Direct comp

$113K

Indirect comp

Showing only "PORTFOLIO AUDIT"

View all 2 variants aggregated →

PORTFOLIO AUDIT PRIVATE WEALTH2 PORTFOLIO AUDIT1

SERVICES PROVIDED

Accountant / Auditor1

Plans served

All 1 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	1,344	$246.0M	$113K	$0