# Patterson Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/patterson-companies-inc-401k-plan-045

> Patterson Companies, INC.'s 401(k) plan: 5,994 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patterson Companies, INC.

- **Sponsor EIN:** 410886515

- **Sponsor Address:** 1031 MENDOTA HEIGHTS RD, SAINT PAUL, MN, 551201419

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

- **Total Participants:** 5,994

- **Total Assets:** $999.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|5,994|$999.1M|$20.5M|$48.7M|

| 2023|6,331|$928.4M|$19.9M|$47.2M|

| 2022|6,132|$579.3M|$19.7M|$45.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$255,394|—|$255,394|

| ERNST AND YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST AND YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $255,394

- **Estimated Expense Ratio:** 0.026% 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|$254,025|—|$4,200|—|—|

| 2023|$558,632|—|$558,632|—|—|

| 2022|$558,212|—|$558,212|—|—|

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