Plan Snapshot
- Plan Sponsor: Patrick & Co.
- Sponsor EIN: 940755890
- Sponsor Address: 560 MARKET ST, SAN FRANCISCO, CA, 941045401
- Plan Type: DC
- Total Participants: 13
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $5.2M | $60,000 | $0 |
| 2024 | 13 | $4.6M | $50,000 | $0 |
| 2023 | 14 | $4.0M | $100,000 | $0 |
| 2022 | 14 | $3.6M | $125,000 | $0 |