# Patriot Growth Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/patriot-growth-insurance-services-llc-401k-plan

> Patriot Growth Insurance Services, LLC's 401(k) plan: 1,917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patriot Growth Insurance Services, LLC

- **Sponsor EIN:** 831204744

- **Sponsor Address:** 501 OFFICE CENTER DRIVE, FORT WASHINGTON, PA, 19034

- **Plan Type:** 401(k)

- **Total Participants:** 1,917

- **Total Assets:** $147.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,917|$147.4M|$6.7M|$14.8M|

| 2023|1,734|$109.5M|$6.1M|$12.6M|

| 2022|1,622|$75.0M|$4.6M|$9.4M|

## 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|

| PENSIONMARK FINANCIAL GROUP, LLC|RETAINED BY PLAN SPONSOR|$245,942|—|$245,942|

| JOHN HANCOCK RETIREMENT|RETAINED BY PLAN SPONSOR|$240,247|—|$240,247|

| TORRILLO & ASSOCIATES LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [TORRILLO & ASSOCIATES LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $486,189

- **Estimated Expense Ratio:** 0.330% 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|$486,189|$245,942|$240,247|—|—|

| 2023|$332,026|$164,897|$167,129|—|—|

| 2022|$219,744|$112,949|$106,795|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patriot-growth-insurance-services-llc-401k-plan)

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