# Chuck Patterson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chuck-patterson-inc-401k-plan

> Chuck Patterson, INC.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chuck Patterson, INC.

- **Sponsor EIN:** 942644759

- **Sponsor Address:** 200 EAST AVENUE, CHICO, CA, 95926

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|96|$12.8M|$158,059|$312,829|

| 2023|96|$10.1M|$218,848|$335,965|

| 2022|94|$8.9M|$220,710|$392,531|

## 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|

| RICHARD W. POWELL CPA, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$114,891|—|$55,445|—|—|

| 2023|$40,113|—|$5,870|—|—|

| 2022|$92,112|$80,037|$12,075|—|—|

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