The Patriot Financial GroupRetirement plans that name this organisation on Schedule C

Name: Plans that name The Patriot Financial Group on Schedule C
Creator: My Plan Facts
License: https://www.usa.gov/government-works

Schedule C of plan year 2024

Service that plans report most: Investment advisory and management
Plans that name it: 25
Participant records in those plans: 18,388
States: 12

25 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.

The service that the plans report most often is investment advisory and management.

The plans reported $665K of compensation to the organisation, direct and indirect.

By plans that name it, it was number 318 of 325 providers whose plans report investment advisory and management most often.

The number of plans that name it rose by 20.0% from plan year 2023 to 2024.

Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.

Plans with 250 to 499 participants were 36.0% of the plans that name it. They were 24.1% of the plans that name any provider with a page.

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on 2 Oct 2026.

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through 24 Oct 2026.

Client plans

The Patriot Financial Group: the 25 client plans with the most participants, in the order of the plan namesThe last column is the Schedule C compensation that the plan reported for this organisation.
Plan	Sponsor	State	Participants	Net assets	Compensation reported
Auto-Wares Group 401(k) Savings Plan	Awi Holdings, LLC	MI	2,285	$61.8M	$61K
Avita 401(k) Profit Sharing Plan	Avita Drugs, LLC	LA	731	$41.6M	$46K
Avna Inc. Profit SHARING/401(K) Retirement Plan	Avna Inc.	CT	376	$24.5M	$25K
Avw-Gme 401(k) Plan	Apple Valley Waste Services, Inc.	WV	637	$5.9M	$3,591
Bci, Inc. 401(k) Profit Sharing Plan	Bci, Inc. 401(k) Profit Sharing Plan	CT	169	$6.5M	$18K
Bestop, Inc. 401(k) Retirement Plan	Bestop, Inc.	CO	284	$19.2M	$36K
Cogstate, Inc. 401(k) Plan	Cogstate, Inc.	CT	170	$11.9M	$32K
Csdvrs, LLC 401(k) Plan	Csdvrs, LLC	TX	379	$18.3M	$23K
D2G Group, LLC 401(k) Plan	D2G Group, LLC	MA	324	$8.4M	$5,696
Ices, Inc. / Connecticut Transportation Solutions, LLC 401(k) Plan	Ices, Inc.	CT	414	$2.7M	$9,513
Ira Green Inc. 401 (K) Profit Sharing Plan & Trust	Ira Green Inc.	RI	333	$3.9M	$14K
Ironclad Environmental Solutions 401(k) Plan	Ironclad Environmental Solutions	TX	651	$12.8M	$25K
Iron Workers Pension Plan	Iron Workers District Council Phila Vicinity Retirement and Pension	NJ	4,756	$439M	$72K
Leonard Aluminum Utility Bldgs LLC, Ret Plan	Leonard Aluminum Utility Bldgs	NC	1,017	$11.1M	$24K
Lifeway Mobility 401(k) Plan	Lifeway Mobility Holdings, LLC	CT	295	$5.6M	$10K
Marcolin U.S.A. Eyewear Corp. 401(k) Plan	Marcolin U.S.A. Eyewear Corp.	NJ	391	$27.8M	$22K
Marrakech, Inc. 401(k) and Profit Sharing Plan	Marrakech, Inc.	CT	830	$12.8M	$24K
Mediassociates, Inc. 401(k) Plan	Mediassociates, Inc.	CT	122	$7.7M	$19K
Mersino Dewatering, LLC 401(k) Plan	Mersino Dewatering, LLC	MI	605	$16.6M	$29K
Opengate Inc. 401(k) Retirement Plan	Opengate Inc.	NY	243	$11.3M	$25K
Purple Communications, Inc. 401(k) Plan	Purple Communications, Inc.	TX	1,516	$34.3M	$43K
Race Winning Brands, Inc. Employees' 401(k) Plan	Race Winning Brands, Inc.	OH	1,033	$42.9M	$70K
Regional Hospice & Home Care 401(k) Profit Sharing Plan & Trust	Regional Hospice & Home Care of Western CT, Inc. DBA Regional Hospice	CT	174	$6.5M	$8,500
Rivia Mind 401(k) Plan	Rivia Medical PLLC	NY	163	$3.1M	$12K
Rom Technologies, Inc. Retirement Plan	Rom Technologies, Inc.	CT	490	$5.0M	$8,909

Compensation that the plans report

The Patriot Financial Group: quartiles across its client plans, plan year 202425 plans report an amount. Fund expense ratios are not in Form 5500.
Line	First quartile	Median	Third quartile
Compensation for each participant	$26.66	$47.66	$67.93
Compensation as a share of the net assets of the plan	0.11%	0.18%	0.22%

The amounts are what each plan reported for this organisation. They are not the total cost of a plan.

The Patriot Financial Group: filings that name it, by plan yearThe site groups the rows by the EIN of the provider. A merger or a new EIN starts a new series.
Plan year	Plans	Compensation reported
2025 (not complete)	21	$562K
2024	24	$639K
2023	20	$1.0M
2022	0	$0
2021	0	$0
2020	0	$0
2019	0	$0
2018	0	$0
2017	0	$0
2016	0	$0
2015	0	$0
2014	0	$0
2013	0	$0
2012	0	$0
2011	0	$0
2010	0	$0
2009	0	$0

Client plans by size, state and service

By plan size

100 to 249 participants: 6 plans
250 to 499 participants: 9 plans
500 to 999 participants: 5 plans
1,000 to 4,999 participants: 5 plans

By service code

Investment advisory (plan): 15 plans
Recordkeeping and information management: 5 plans
Trustee (bank, trust company, or similar financial institution): 4 plans
Other services: 4 plans
Investment management: 2 plans
Investment advisory (participants): 2 plans

Cite this page

My Plan Facts. "The Patriot Financial Group." https://myplanfacts.com/provider/the-patriot-financial-group/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 50 plans or more that name a provider.

Questions

How much did a plan report for this organisation?

The median was $47.66 for each participant, across 25 plans that reported an amount for plan year 2024. The middle half of the plans reported $26.66 to $67.93. The amount depends on the services that a plan buys.

Which services do the plans report?

15 plans report the service code 27: Investment advisory (plan). 5 plans report the service code 15: Recordkeeping and information management. 4 plans report the service code 21: Trustee (bank, trust company, or similar financial institution).

Why is a plan not on the list?

Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.