Plan Snapshot
- Plan Sponsor: 360 Patriot Enterprises, LLC
- Sponsor EIN: 800372807
- Sponsor Address: 2000 DUKE STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 558 | $9.7M | $2.5M | $1.3M |
| 2023 | 915 | $7.1M | $1.3M | $286,890 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | Recordkeeper | $43,377 | — | $43,377 |
| CAPITAL GROUP | Investment Advisor | $18,646 | — | $18,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — Recordkeeper
- CAPITAL GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,023
- Estimated Expense Ratio: 0.641% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,024 | $19,929 | $42,095 | — | — |
| 2023 | $12,772 | $3,048 | $9,724 | — | — |