# Patton, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/patton-llc-882628752-501

> Patton, LLC's Health & Welfare plan: 30 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Patton, LLC

- **Sponsor EIN:** 882628752

- **Sponsor Address:** 7622 RICKENBACKER DR., GAITHERSBURG, MD, 20879

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 30

- **Total Assets:** $30,459

## 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.|

| 2025|30|$30,459|$0|$0|

| 2024|29|$180,701|$472,446|$91,858|

| 2023|30|$141,018|$330,571|$144,614|

## 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|

| THE BENECON GROUP|Investment Advisor|$41,846|—|$41,846|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$24,296|—|$24,296|

| INSURANCE SOLUTIONS (HILB GROUP, IS|Investment Advisor|$12,622|—|$12,622|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,764

- **Estimated Expense Ratio:** 258.590% 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|

| 2025|$873,448|—|—|—|—|

| 2024|$547,714|—|—|—|—|

| 2023|$427,784|—|—|—|—|

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