Plan Snapshot
- Plan Sponsor: Patriot Talent Solutions LLC
- Sponsor EIN: 471607981
- Sponsor Address: 135 FOX RD STE F, KNOXVILLE, TN, 379223367
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 79 | $1.2M | $177,250 | $264,822 |
| 2023 | 126 | $835,432 | $166,314 | $249,359 |
| 2022 | 90 | $447,773 | $119,013 | $213,722 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 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 | $17,985 | $7,384 | $10,601 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |