D Patrick, Inc. 401(k) Profit Sharing Plan
Sponsored by D Patrick, Inc. · EIN 351541040 · Plan #002 · Evansville, IN
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 464
- With balances
- 239
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 |
|---|---|---|
| Old National Wealth Management | Investment advisory (plan) | $42,973 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $40,180 |
| Anders | Accounting | $12,000 |