Patriot Engineering 401(k) Plan
Sponsored by Patriot Engineering & Environmental Co., Inc. · EIN 300009632 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 210
- With balances
- 208
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $24,360 |
| Lpl Financial | Investment advisory (plan) | $19,833 |
| Retirement Plan Concepts & Services | Contract administrator | $4,459 |
| Empower Advisory Group, Llc | Investment management | $4,341 |