Plan Snapshot
- Plan Sponsor: Patriot Group International, INC.
- Sponsor EIN: 201416663
- Sponsor Address: 40 ROCK POINTE LANE, WARRENTON, VA, 20186
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $8.4M
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 | 389 | $8.4M | $960,255 | $1.6M |
| 2023 | 384 | $5.9M | $618,540 | $978,819 |
| 2022 | 229 | $3.9M | $276,955 | $330,510 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,766 | — | $15,766 |
| UNITED PLANNERS FINANCIAL SERVICES | ADVISOR | $12,043 | — | $12,043 |
| BAKER TILLY | ACCOUNTANT/AUDITOR | $9,188 | — | $9,188 |
| BAKER TILLY US, LLP | Auditor | $9,188 | — | $9,188 |
| MMA SECURITIES | ADVISOR | $7,753 | — | $7,753 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
- MMA SECURITIES — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,938
- Estimated Expense Ratio: 0.643% of plan assets
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 | $44,750 | $19,796 | — | $9,188 | — |
| 2023 | $39,916 | $10,376 | — | $19,950 | — |
| 2022 | $49,020 | — | — | — | — |