# Pattison Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pattison-sand-company-l-l-c-401k-plan

> Pattison Company, LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pattison Company, LLC

- **Sponsor EIN:** 260130847

- **Sponsor Address:** 23656 GREAT RIVER ROAD, GARNAVILLO, IA, 52049

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

- **Total Participants:** 158

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|158|$9.9M|$431,511|$639,302|

| 2023|158|$8.8M|$423,122|$615,245|

| 2022|151|$6.9M|$367,328|$546,401|

## 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|

| BT&CO., P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BT&CO., P.A.](https://planprovider.pro/provider/bt-and-co-pa) — 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|$46,820|$14,712|$29,433|—|—|

| 2023|$36,021|$30,554|—|—|—|

| 2022|$32,757|—|—|—|—|

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