# Patriot Group Global, INC. DC Plan
Source: https://planprovider.pro/companies/patriot-group-global-inc-plan

> Patriot Group Global, INC.'s DC plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Patriot Group Global, INC.

- **Sponsor EIN:** 202727341

- **Sponsor Address:** 138 NICKELBACK ROAD, CONWAY, NH, 03818

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|0|$0|$0|$0|

| 2022|644|$5.4M|$796,488|$1.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$14,661|—|$14,661|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$11,828|$18|$11,846|

| WALSH & DICKINSON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WALSH & DICKINSON](https://planprovider.pro/provider/walsh-and-dickinson) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,507

### 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|

| 2023|$3,837|—|$250|—|—|

| 2022|$26,500|$3,453|$14,662|—|$8,385|

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