AUMdb

Patriot Transportation Holding, Inc. 401(k)

Sponsored by Patriot Transportation Holding, Inc · EIN 472482414 · Plan #001

Total assets
$24.8M
Net assets
$24.8M
Active participants
503
With balances
686

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
Hancock Askew & Co., Llc Accounting $20,000
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $19,812