Plan Snapshot
- Plan Sponsor: Patterson & Dewar Engineers, INC.
- Sponsor EIN: 580676787
- Sponsor Address: 850 CENTER WAY, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $94.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 281 | $94.5M | $7.4M | $2.5M |
| 2023 | 232 | $79.6M | $5.6M | $2.3M |
| 2022 | 212 | $65.0M | $2.9M | $2.0M |
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 |
|---|---|---|---|---|
| ROSS LANE & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSS LANE & COMPANY LLC — 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 | $27,285 | $38,046 | — | — | — |
| 2023 | $38,854 | $32,971 | — | — | — |
| 2022 | $32,403 | $30,592 | — | — | — |