# Patriot National INC. 401(k) Plan
Source: https://planprovider.pro/companies/patriot-national-inc-401k-plan

> Patriot National INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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