# Pattillo, Brown & Hill, L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/pattillo-brown-hill-l-l-p-401k-plan

> Pattillo, Brown & Hill, L.L.P.'s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pattillo, Brown & Hill, L.L.P.

- **Sponsor EIN:** 741130599

- **Sponsor Address:** P.O. BOX 20725, WACO, TX, 767020725

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

- **Total Participants:** 162

- **Total Assets:** $13.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$13.4M|$244,714|$774,230|

| 2023|154|$11.5M|$224,684|$699,745|

| 2022|148|$10.2M|$211,105|$673,944|

## 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|

| INVESTORS BROKERAGE OF TEXAS, LTD.|NONE|$41,305|—|$41,305|

| JAMES MILLER, CPA PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,305

- **Estimated Expense Ratio:** 0.308% 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|$42,355|$41,305|—|—|—|

| 2023|$37,905|$35,355|—|—|—|

| 2022|$36,302|—|—|—|$36,302|

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