Plan Snapshot
- Plan Sponsor: D-Patrick, INC.
- Sponsor EIN: 351541040
- Sponsor Address: PO BOX 5186, EVANSVILLE, IN, 47715
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 464 | $23.8M | $505,468 | $1.2M |
| 2023 | 331 | $21.0M | $381,295 | $1.2M |
| 2022 | 317 | $18.5M | $320,051 | $1.2M |
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 |
|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | ADVISOR | $42,973 | — | $42,973 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,180 | — | $40,180 |
| ANDERS | ACCOUNTANT/AUDITOR | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ANDERS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,153
- Estimated Expense Ratio: 0.399% 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 | $95,153 | $42,973 | — | $12,000 | — |
| 2023 | $66,697 | $38,393 | — | $4,000 | — |
| 2022 | $65,495 | — | — | — | — |