# Patterson & Sheridan, LLP 401(k) Plan
Source: https://planprovider.pro/companies/patterson-sheridan-llp-401k-plan

> Patterson & Sheridan, LLP's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patterson & Sheridan, LLP

- **Sponsor EIN:** 223340889

- **Sponsor Address:** 24 GREENWAY PLAZA, HOUSTON, TX, 77046

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

- **Total Participants:** 137

- **Total Assets:** $53.7M

## 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|137|$53.7M|$1.9M|$1.8M|

| 2023|152|$45.8M|$1.8M|$1.8M|

| 2022|139|$38.0M|$1.6M|$1.6M|

## 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|

| KESTRA ADVISORY SERVICES|ADVISORY SERVICES|$41,366|—|$41,366|

| STANCORP FINANCIAL GROUP, INC.|RECORDKEEPER|$40,490|—|$40,490|

| ECONOMIC GROUP PENSION SERVICES|TPA SERVICES|—|$27,906|$27,906|

| ASSUREDPARTNERS INVESTMENT ADVISORS|ADVISORY SERVICES|$15,378|—|$15,378|

| TOTAL SCHWAB|CUSTODY FEES|—|$5,006|$5,006|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/john-hancock) — ADVISORY SERVICES

- [STANCORP FINANCIAL GROUP, INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [ASSUREDPARTNERS INVESTMENT ADVISORS](https://planprovider.pro/provider/assuredpartners-investment-advisors) — ADVISORY SERVICES

- [TOTAL SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODY FEES

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,146

- **Estimated Expense Ratio:** 0.242% 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|$18,476|—|$18,476|—|—|

| 2023|$8,583|—|$8,583|—|—|

| 2022|$7,819|—|$7,819|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patterson-sheridan-llp-401k-plan)

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