Plan Snapshot
- Plan Sponsor: Patriot Capital Investment Group, INC.
- Sponsor EIN: 921190840
- Sponsor Address: 808 NW 192ND TERRACE, EDMOND, OK, 73012
- Plan Type: DC
- Total Participants: 2
- Total Assets: $16,756
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2023 | 2 | $16,756 | $0 | $0 |
| 2022 | 2 | $200,869 | $0 | $0 |