Plan Snapshot
- Plan Sponsor: Patriot Bank, N.A.
- Sponsor EIN: 061364615
- Sponsor Address: 900 BEDFORD STREET, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $8.7M
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 | 116 | $8.7M | $279,840 | $917,189 |
| 2023 | 114 | $8.0M | $281,163 | $898,505 |
| 2022 | 128 | $6.9M | $257,735 | $770,686 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $33,512 | $6,051 | $26,876 | — | — |
| 2023 | $55,415 | $7,394 | $46,946 | — | — |
| 2022 | $12,750 | $12,750 | — | — | — |