Plan Snapshot
- Plan Sponsor: Patriot Buick Pontiac Gmc, INC.
- Sponsor EIN: 550906249
- Sponsor Address: 933 EAST PHILADELPHIA AVENUE, BOYERTOWN, PA, 19512
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 171 | $6.9M | $349,677 | $629,600 |
| 2023 | 155 | $6.2M | $350,125 | $672,549 |
| 2022 | 144 | $4.6M | $367,367 | $649,168 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES 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 | $28,168 | $24,218 | $3,950 | — | — |
| 2023 | $22,977 | $18,738 | $4,239 | — | — |
| 2022 | $20,217 | $16,714 | $3,503 | — | — |