Plan Snapshot
- Plan Sponsor: Patriot Engineering & Environmental Co., INC.
- Sponsor EIN: 300009632
- Sponsor Address: 6150 EAST 75TH STREET, INDIANAPOLIS, IN, 46250
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $12.5M
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 | 210 | $12.5M | $455,824 | $928,558 |
| 2023 | 176 | $10.0M | $219,201 | $673,608 |
| 2022 | 149 | $8.3M | $172,374 | $514,375 |
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 |
|---|---|---|---|---|
| BARNES DENNIG & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG & CO., LTD — 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 | $51,068 | — | $11,201 | — | — |
| 2023 | $41,911 | — | $5,049 | — | — |
| 2022 | $43,210 | — | $43,210 | — | — |