Patriot Bank, N.A. 401(k) Savings Plan
Sponsored by Patriot Bank, N.A. · EIN 061364615 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 116
- With balances
- 142
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $2,859 |
| Pasi, Llc | Other fees | $2,067 |