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

> Patterson Pope, INC.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 560986683

- **Sponsor Address:** PO BOX 790138, CHARLOTTE, NC, 282067901

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

- **Total Participants:** 203

- **Total Assets:** $21.0M

## 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|203|$21.0M|$0|$1.4M|

| 2023|179|$17.9M|$0|$1.3M|

| 2022|178|$15.8M|$0|$1.2M|

## 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|

| CARTER, P.C.|Auditor|—|—|$0|

## 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|$68,467|$36,626|—|—|—|

| 2023|$55,238|$29,080|—|—|—|

| 2022|$1,784|—|—|—|—|

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