Plan Snapshot
- Plan Sponsor: Patriot Erectors, LLC
- Sponsor EIN: 825112719
- Sponsor Address: 3023 HIGHWAY 290 W, DRIPPING SPRINGS, TX, 78620
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $9.7M
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 | 246 | $9.7M | $241,353 | $736,333 |
| 2023 | 266 | $8.4M | $204,546 | $673,210 |
| 2022 | 266 | $7.2M | $225,755 | $705,406 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $75,353 | $1,786 | — | — | — |
| 2023 | $28,324 | $7,677 | — | — | — |
| 2022 | $8,382 | — | — | — | $8,382 |