Plan Snapshot
- Plan Sponsor: Patriot National INC.
- Sponsor EIN: 464151376
- Sponsor Address: 5900 NORTH ANDREWS AVE, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3 | $7.3M | $0 | $0 |
| 2023 | 3 | $7.7M | $0 | $0 |
| 2022 | 3 | $8.0M | $0 | $0 |
| 2021 | 4 | $10.8M | $0 | $0 |
| 2020 | 6 | $11.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| KABAT, SCHERTZER, DE LA TORRE, TARA | Auditor | — | — | $0 |
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 | $7,200 | — | — | — | — |
| 2023 | $7,244 | — | — | — | — |
| 2022 | $7,306 | — | — | — | — |
| 2021 | $11,859 | — | — | — | — |
| 2020 | $16,950 | — | — | — | — |