Plan Ledger DOL Form 5500 · updated monthly

Patriot Group International, Inc.401(k)

PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN · WARRENTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Patriot Group International, Inc. reported $44,750 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $2,469 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 2 years on file its reported administrative ratio fell from 1.22% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,569th of 2,266), and 8,548th of 11,654 in professional & technical services. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 229 to 389 since 2022.

Plan summary
Net assets, end of year$8,386,825
Participants with balances269
Active participants389
Employer contributions$960,255
Employee contributions$1,631,914
Employer contribution per active participant$2,469
Average account balance$31,178
Benefits paid to participants$1,277,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 269 accts · $960K emplr
2023$5.9M · 233 accts · $619K emplr
2022$3.9M · 119 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,766
Investment management$19,796
Audit (IQPA)$9,188
Total administrative$44,750
The Patriot Group International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,469
Median for plans this size$1,313
2024$2,469 per active participant
2023$1,611 per active participant
2022$1,209 per active participant

Patriot Group International, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,766
UNITED PLANNERS FINANCIAL SERVICES · Investment advisory (plan)$12,043
BAKER TILLY · Accounting / audit$9,188
MMA SECURITIES · Investment advisory (plan)$7,753

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

Administrative cost history3
2024$44,750 · 0.63%
2023$39,916 · 0.81%
2022$49,020 · 1.22%
Same employer
Similar plansProfessional & Technical Services · Virginia
Addx Corporation VA$8.4M · 0.01%
Gstek, Inc. VA$8.4M · 1.11%
Skyepoint Decisions, Inc. VA$8.4M · 0.42%
Gerent, LLC VA$8.3M · 0.61%
Unissant, Inc. VA$8.2M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201416663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.