How big is Patterson POPE, Inc.'s plan?

Patterson POPE, Inc.'s plan reported $21.0M in assets and 203 participants for 2024.

Original filing (PDF)20250930105157NAL0019282514001

Patterson POPE, Inc.

Name: Patterson POPE, Inc. — Patterson POPE, Inc. 401(k), Form 5500 (2024)
Creator: Patterson POPE, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Patterson POPE, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Patterson POPE, Inc.'s Patterson POPE, Inc. 401(k) Profit Sharing Plan held $21.0M in plan assets for 203 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

203

Accounts w/ balance

227

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

People on this filing

Binal Powers signed Patterson POPE, Inc.'s 2024 Form 5500 as plan administrator.

Binal Powers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patterson POPE, Inc.'s EIN is 56-0986683.

EIN 56-0986683

Plan number 001

Plan year 2024

ACK ID 20250930105157NAL0019282514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patterson POPE, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson POPE, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTERSON POPE, INC..

Finding similar companies…

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PATTERSON POPE, INC.

EIN

all filings

Address

PO BOX 790138 · CHARLOTTE, NC · 282067901

Phone

(980) 505-9141

Industry

Wholesale Trade

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

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIFTH THIRD BANK, NATIONAL	31-0676865	—	ADVISOR	$37K	—

Investments

29 direct securities· $21.0M(100% of reported assets)

Mutual Funds

$14.7M

18 holdings

Common Collective Trusts

$3.4M

5 holdings

Other securities

$2.2M

4 holdings

U.S. Treasuries

$444K

1 holding

Participant loans

$233K

1 holding

					% of plan
Fidelity Advisor Freedom 2030 Fund Class Z6	Mutual Funds	—	—	$2.8M	13.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.6M	12.3%
Fidelity Advisor Freedom 2025 Fund Class Z6	Mutual Funds	—	—	$2.2M	10.3%
Fidelity Advisor Freedom 2035 Fund Class Z6	Mutual Funds	—	—	$2.1M	9.9%
Harbor Capital Appreciation Fund Retirement Class	Other securities	—	—	$1.9M	9.1%
Fidelity Advisor Freedom 2040 Fund Class Z6	Mutual Funds	—	—	$1.5M	7.2%
MFS Value Fund Class R6	Mutual Funds	—	—	$1.3M	6.3%
Fidelity Advisor Freedom 2045 Fund Class Z6	Mutual Funds	—	—	$1.1M	5.2%
Fidelity Advisor Freedom 2055 Fund Class Z6	Mutual Funds	—	—	$628K	3.0%
Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$563K	2.7%
Fidelity Advisor Freedom 2020 Fund Class Z6	Mutual Funds	—	—	$562K	2.7%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$517K	2.5%
Lord Abbett Bond Debenture Fund Class R6	U.S. Treasuries	—	—	$444K	2.1%
Fidelity Advisor Freedom 2050 Fund Class Z6	Mutual Funds	—	—	$410K	2.0%
MFS International Diversification Fund Class R6	Mutual Funds	—	—	$365K	1.7%
similar party maturity value * Fidelity Government Cash Reserves	Mutual Funds	—	—	$331K	1.6%
Fidelity Advisor Freedom 2015 Fund Class Z6	Mutual Funds	—	—	$283K	1.3%
Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$251K	1.2%
Participant loans Participant loans: maturing through January 0	Participant loans	—	—	$233K	1.1%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$208K	1.0%
American Funds New World Fund Class R6	Mutual Funds	—	—	$164K	0.8%
Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$151K	0.7%
Fidelity Advisor Freedom 2060 Fund Class Z6	Mutual Funds	—	—	$134K	0.6%
Cohen & Steers Realty Shares Fund Class L	Other securities	—	—	$134K	0.6%
Fidelity Advisor Freedom 2065 Fund Class Z6	Mutual Funds	—	—	$56K	0.3%
Columbia Small Cap Value Fund II Institutional 2 Class	Other securities	—	—	$46K	0.2%
Fidelity International Index Fund 718 * Fidelity Advisor Freedom 2010 Fund Class Z6	Common Collective Trusts	—	—	$22K	0.1%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
Fidelity Advisor Freedom Income Fund Z6	Mutual Funds	—	—	$2K	<0.1%