Plan Snapshot
- Plan Sponsor: Patterson Pope, INC
- Sponsor EIN: 560986683
- Sponsor Address: 3001 NORTH GRAHAM STREET, CHARLOTTE, NC, 28206
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 174
- Total Assets: $27.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $27.3M | $866,979 | $0 |
| 2023 | 161 | $21.5M | $896,277 | $0 |
| 2022 | 158 | $13.1M | $859,010 | $0 |
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 | $30 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |