Patrick Industries, Inc. 401(k) Employee Savings Plan
Sponsored by Patrick Industries, Inc. · EIN 351057796 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 7,812
- With balances
- 7,353
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Guidance Investments, Llc CRD 119897 | fuzzy_auto · 99% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $406,742 |
| Guidance Investment | Investment management | $68,932 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $43,324 |
| Crowe Llp | Accounting | $38,325 |