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Original filing (PDF)20250729152050NAL0004180736001
PATRICK, HARPER & DIXON, L.L.P.
Form 5500-SF
FILING_RECEIVED
PATRICK, HARPER & DIXON, L.L.P. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
29
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRICK, HARPER & DIXON, L.L.P..
Plan sponsor
Name
PATRICK, HARPER & DIXON, L.L.P.
EIN
56-0543265
Address
PO BOX 218 · 34 2ND STREET NW STE 400 · HICKORY, NC · 28603
Phone
(828) 322-7741
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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