# Patten Gp, LLC 401(k) Plan
Source: https://planprovider.pro/companies/patten-gp-llc-401k-plan

> Patten Gp, LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patten Gp, LLC

- **Sponsor EIN:** 832734995

- **Sponsor Address:** 4265 SAN FELIPE STREET, HOUSTON, TX, 77027

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

- **Total Participants:** 117

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|117|$5.8M|$385,885|$435,073|

| 2023|102|$4.2M|$314,905|$301,581|

| 2022|104|$3.0M|$149,374|$279,223|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## 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|$4,559|—|$4,559|—|—|

| 2023|$1,730|—|$1,730|—|—|

| 2022|$1,700|—|$1,700|—|—|

## Similar Plans

- [Insight One Solutions, LLC](https://planprovider.pro/companies/msi-acquisitions-llc-401k-plan) — 116 participants

- [Home Asset, INC. Dba Newquest Properties](https://planprovider.pro/companies/home-asset-inc-dba-newquest-properties-401k-plan) — 112 participants

- [Centurion American Development G](https://planprovider.pro/companies/centurion-american-development-g-401k-plan) — 111 participants

- [Srs Real Estate Partners, LLC](https://planprovider.pro/companies/srs-real-estate-partners-llc-401k-plan) — 125 participants

- [Buxton Company](https://planprovider.pro/companies/buxton-company-401k-plan) — 130 participants

- [Rti/Community Management Associates, INC.](https://planprovider.pro/companies/rti-community-management-associates-inc-401k-plan) — 135 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patten-gp-llc-401k-plan)

© 2026 PlanProvider.Pro