Patterson Pope, Inc. 401(k) Profit Sharing Plan
Sponsored by Patterson Pope, Inc. · EIN 560986683 · Plan #001 · Charlotte, NC
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 203
- With balances
- 227
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 |
|---|---|---|
| Fifth Third Bank, National | Investment advisory (plan) | $36,626 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,841 |