Plan Snapshot
- Plan Sponsor: Patrick Family, INC.
- Sponsor EIN: 821209393
- Sponsor Address: 1821 N. PONDEROSA ST., CANBY, OR, 97013
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $443,317
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $443,317 | $6,119 | $6,193 |
| 2024 | 4 | $418,978 | $8,615 | $9,388 |
| 2023 | 4 | $366,741 | $5,088 | $5,431 |
| 2022 | 3 | $322,323 | $983 | $983 |