# Patriot Group International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/patriot-group-international-inc-401k-plan

> Patriot Group International, INC.'s 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — 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|—|—|—|—|

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