Patrick Employee 401(k) Plan
Sponsored by Patrick Engineering, Inc. · EIN 363008281 · Plan #001
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 289
- With balances
- 418
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 | Investment advisory (participants) | $85,229 |
| Ubs Financial Services | Other fees | $0 |
| Ascensus C/O Futureplan | Other services | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |