Employers › Patriot Software
Recordkeeping fees per participant · Foxhire / Patriot Software 401(k) Plan · plan year 2024
$99.20
Higher than 57% of the 14,075 plans $10 to 50M that report it.
= $27,281 / 275
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250808102500NAL0004307409001, received 2025-08-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250808102500NAL0004307409001, received 2025-08-08
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-08.
Administrative expenses excluding investment management, per participant
$100.20
Higher than 42% of the 24,371 plans $10 to 50M that report it.
= $27,554 / 275
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250808102500NAL0004307409001, received 2025-08-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250808102500NAL0004307409001, received 2025-08-08
Administrative expenses per participant
$148.80
Higher than 38% of the 25,098 plans $10 to 50M that report it.
= $40,919 / 275
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250808102500NAL0004307409001, received 2025-08-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250808102500NAL0004307409001, received 2025-08-08
Administrative expenses as a share of assets
0.238%
Higher than 41% of the 25,132 plans $10 to 50M that report it.
= $40,919 / $17,157,048
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250808102500NAL0004307409001, received 2025-08-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250808102500NAL0004307409001, received 2025-08-08
Employer contributions per participant
$1,778
Higher than 41% of the 24,050 plans $10 to 50M that report it.
= $488,888 / 275
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250808102500NAL0004307409001, received 2025-08-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250808102500NAL0004307409001, received 2025-08-08
Employer share of total contributions
15.7%
Higher than 14% of the 24,084 plans $10 to 50M that report it.
= $488,888 / $3,110,008
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250808102500NAL0004307409001, received 2025-08-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250808102500NAL0004307409001, received 2025-08-08
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250808102500NAL0004307409001, received 2025-08-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PATRIOT SOFTWARE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Plan name | FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Sponsor EIN / plan number | 61-1787822 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Sponsor location | CANTON, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Industry (business code) | 541214, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Filing received | 2025-08-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Participants, beginning of year | 493 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Active participants | 414 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Participants, end of year | 506 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Participants with an account balance | 275 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total assets, beginning of year | $13,500,012 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total assets, end of year | $17,157,048 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Net assets, end of year | $17,157,048 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total income | $4,995,378 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Net income | $3,657,036 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Employer contributions | $488,888 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Participant contributions | $1,865,624 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Other contributions (incl. rollovers) | $755,496 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total contributions | $3,110,008 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Benefit payments | $1,297,423 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total expenses (incl. benefit payments) | $1,338,342 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Total administrative expenses | $40,919 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Recordkeeping fees | $27,281 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Investment advisory and management fees | $13,365 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Administrative expenses excluding investment management | $27,554 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Held in mutual funds | $14,788,800 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250808102500NAL0004307409001, received 2025-08-08 |
| Independent auditor | REA & ASSOCIATES, INC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250808102500NAL0004307409001, received 2025-08-08 |
Position = column in the DOL layout for form year 2024. Filing 20250808102500NAL0004307409001, received 2025-08-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $27,281 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $9,365 | no |
| BKS FINANCIAL INVESTMENTS LLC DBA B | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $4,000 | no |
| EMPOWER FINANCIAL SERVICES, INC. | OTHERS | 33 Securities brokerage | $273 | no |
| EMPOWER FINANCIAL SERVICES, INC. | OTHERS | 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250808102500NAL0004307409001, received 2025-08-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $13,500,012 | $17,157,048 | 27.1% |
| Participants with a balance | 318 | 275 | -13.5% |
| Administrative expenses | $32,671 | $40,919 | 25.2% |
| Recordkeeping fees per participant | $61.76 | $99.20 | 60.6% |
| Employer contributions | $450,821 | $488,888 | 8.4% |
Prior filing 20240911130020NAL0003650915001, received 2024-09-11; the plan years are contiguous.
Sponsor name as filed: PATRIOT SOFTWARE COMPANY; SEC registrant: Patriot Software Co (CIK 1665036, matched by EIN).