# D-Patrick, INC. 401(k) Plan
Source: https://planprovider.pro/companies/d-patrick-inc-401k-plan

> D-Patrick, INC.'s 401(k) plan: 464 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ANDERS](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — 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|—|—|—|—|

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