# Jerry Pate Company 401(k) Plan
Source: https://planprovider.pro/companies/jerry-pate-company-401k-plan

> Jerry Pate Company's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jerry Pate Company

- **Sponsor EIN:** 593472632

- **Sponsor Address:** 301 SCHUBERT DR, PENSACOLA, FL, 32504

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

- **Total Participants:** 178

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|178|$10.4M|$155,442|$781,725|

| 2023|167|$10.0M|$139,167|$718,055|

| 2022|146|$8.7M|$129,907|$670,407|

## 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|

| WARREN AVERETT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## 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|$3,539|—|—|—|—|

| 2023|$818|—|—|—|—|

| 2022|$1,490|—|—|—|—|

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