Plan Snapshot
- Plan Sponsor: Patriot Transportation Holding, INC
- Sponsor EIN: 472482414
- Sponsor Address: 200 W. FORSYTH - 7TH FLOOR, JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $25.1M
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 | 503 | $25.1M | $669,143 | $1.8M |
| 2023 | 497 | $35.5M | $542,284 | $1.7M |
| 2022 | 507 | $31.3M | $488,627 | $1.7M |
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 |
|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLC | ACCOUNTANT | $20,000 | — | $20,000 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $19,843 | — | $19,843 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,843
- Estimated Expense Ratio: 0.158% 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 | $98,873 | — | — | $20,000 | — |
| 2023 | $44,355 | $25 | — | $26,000 | — |
| 2022 | $44,015 | — | — | — | — |