# Patriot Ambulance INC. 401(k) Plan
Source: https://planprovider.pro/companies/patriot-ambulance-inc-plan

> Patriot Ambulance INC.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patriot Ambulance INC.

- **Sponsor EIN:** 042675303

- **Sponsor Address:** 248 MILL RD. BLDG. 2, CHELMSFORD, MA, 01824

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

- **Total Participants:** 75

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|75|$4.4M|$0|$302,997|

| 2023|75|$3.9M|$0|$289,311|

| 2022|90|$3.4M|$0|$316,658|

## 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|

| ALTA WEALTH ADVISORS|RIA|$16,292|—|$16,292|

| JESSON, OSLIN & ASSOCIATES, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,292

- **Estimated Expense Ratio:** 0.368% 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|$34,276|—|—|—|—|

| 2023|$33,328|—|$33,328|—|—|

| 2022|$11,780|—|$11,780|—|—|

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