Patriot National Inc. 401(k) Employee Savings Plan
Sponsored by Patriot National Inc. · EIN 464151376 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 3
- With balances
- 171
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $7,200 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $7.3M | 3 | ack 20251203153907NAL0000541795001 |
| 01/01/2021 | $10.8M | 4 | ack 20251202133301NAL0012082449001 |
| 01/01/2020 | $11.4M | 6 | ack 20251202131404NAL0006111411001 |
| 01/01/2019 | $14.1M | 8 | ack 20251202125847NAL0012062545001 |