Patriot Investment Management — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Patriot Investment Management is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,062 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$10.1KDirect + indirect, across loaded filings$10,062
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$10.1K
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%Summit Medical Group, Pllc
Top state share of plans100%TN
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Patriot Investment Management. Bars show relative scale.

  1. 1
    TN · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Patriot Investment Management are sponsored, by plan count.

  1. 1
    TN1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Summit Medical Group, PllcSummit Medical Group, Pllc 401(K) Profit Sharing Plan2023$10,062not reported in the loaded dataset

Related Form 5500 pages