# Patriot Transportation Holding, INC 401(k) Plan
Source: https://planprovider.pro/companies/patriot-transportation-holding-inc-401k-plan

> Patriot Transportation Holding, INC's 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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