# Patson, INC. Dba Transchicago 401(k) Plan
Source: https://planprovider.pro/companies/patson-inc-dba-transchicago-tr-401k-plan

> Patson, INC. Dba Transchicago's 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patson, INC. Dba Transchicago

- **Sponsor EIN:** 363198663

- **Sponsor Address:** 776 N YORK, ELMHURST, IL, 60126

- **Plan Type:** 401(k)

- **Total Participants:** 380

- **Total Assets:** $17.6M

## 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|380|$17.6M|$312,087|$1.9M|

| 2023|387|$14.9M|$738,112|$1.7M|

| 2022|361|$12.1M|$458,500|$1.5M|

## 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|

| ADP, INC.|RECORD KEEPER|$66,028|—|$66,028|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$45,344|$422|$45,766|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $111,794

- **Estimated Expense Ratio:** 0.637% 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|$111,373|$49,927|—|—|—|

| 2023|$93,038|$41,411|—|—|—|

| 2022|$79,233|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patson-inc-dba-transchicago-tr-401k-plan)

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