Plan Ledger DOL Form 5500 · updated monthly

Patriot Engineering & Environmental Co., Inc.401(k)

PATRIOT ENGINEERING 401(K) PLAN · INDIANAPOLIS, IN · plan year 2025

Reported admin expense ratio · 2025
0.47%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Patriot Engineering & Environmental Co., Inc. reported $67,118 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,336 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 681st-largest of 1,562 plans among Indiana employers on file, and the 2,351st of 5,337 in construction. In 2025, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 149 to 219 since 2022.

Plan summary
Net assets, end of year$16,017,429
Participants with balances218
Active participants219
Employer contributions$511,665
Employee contributions$1,003,224
Employer contribution per active participant$2,336
Average account balance$73,474
Benefits paid to participants$265,576
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO., LTD
Plan history4
Yearassets · accounts · employer contribution
2025$16.0M · 218 accts · $512K emplr
2024$12.5M · 208 accts · $456K emplr
2023$9.9M · 175 accts · $219K emplr
2022$8.3M · 156 accts · $172K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$67,118
Total administrative$67,118
The Patriot Engineering & Environmental Co., Inc. 401(k) match · 2025
Employer contribution per active participant$2,336
Median for plans this size$2,666
2025$2,336 per active participant
2024$2,171 per active participant
2023$1,245 per active participant
2022$1,157 per active participant

Patriot Engineering & Environmental Co., Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
LPL FINANCIAL · Investment advisory (plan)$17,000
EMPOWER ADVISORY GROUP, LLC · Investment management$6,731
RETIREMENT PLAN CONCEPTS & SERVICES · Contract administrator$4,006

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$67,118 · 0.47%
2024$51,068 · 0.46%
2023$41,911 · 0.46%
2022$43,210 · 0.46%
Same employer
Similar plansConstruction · Indiana
Harrell-Fish, Inc. IN$16.8M · 0.34%
Wagner-Meinert, LLC IN$16.1M · 0.46%
Reynolds Construction, LLC IN$15.9M · 0.32%
Mep Holding Company Inc. IN$14.7M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 300009632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.