AUMdb

Patten Title Companies Retirement Plan

Sponsored by Patten Gp, Llc · EIN 832734995 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
117
With balances
115

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
Nova 401(k) Associates Contract administrator $3,781
Empower Annuity Insurance Company Recordkeeping fees $2,155