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Original filing (PDF)20250808102500NAL0004307409001
PATRIOT SOFTWARE COMPANY
Form 5500
FILING_RECEIVED
FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN
401(k) retirement plan
Active participants
414
Accounts w/ balance
275
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATRIOT SOFTWARE COMPANY.
Plan sponsor
Name
PATRIOT SOFTWARE COMPANY
EIN
61-1787822
Address
4883 DRESSLER ROAD NW · CANTON, OH · 44718
Phone
(877) 968-7147
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC DBA B | — | CLEARWATER, FL | INVESTMENT ADVISOR | $4K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $273 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $0 | — |
Investments
38 direct securities· $17.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | — | — | — | $2.4M | 13.8% | |
| T. ROWE PRICE RETIREMENT 2060 FUND Mutual Funds | — | — | — | $1.2M | 7.1% | |
| KEY GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract | — | — | — | $1.2M | 6.8% | |
| VANGUARD US GROWTH ADM Mutual Funds | — | — | — | $1.1M | 6.6% | |
| EMPOWER SDB Self-Directed Brokerage | — | — | — | $1.1M | 6.4% | |
| VANGUARD LIFESTRATEGY GROWTH INV Mutual Funds | — | — | — | $1.0M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2055 FUND Mutual Funds | — | — | — | $976K | 5.7% | |
| T. ROWE PRICE RETIREMENT 2045 FUND Mutual Funds | — | — | — | $950K | 5.5% | |
| T. ROWE PRICE RETIREMENT 2050 FUND Mutual Funds | — | — | — | $945K | 5.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Funds | — | — | — | $818K | 4.8% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Funds | — | — | — | $629K | 3.7% | |
| VANGUARD WELLINGTON ADM Mutual Funds | — | — | — | $598K | 3.5% | |
| T. ROWE PRICE RETIREMENT 2025 FUND Mutual Funds | — | — | — | $482K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2040 FUND Mutual Funds | — | — | — | $403K | 2.4% | |
| VANGUARD GNMA ADM Mutual Funds | — | — | — | $363K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2030 FUND Mutual Funds | — | — | — | $338K | 2.0% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 Mutual Funds | — | — | — | $338K | 2.0% | |
| VANGUARD EQUITY-INCOME ADM Mutual Funds | — | — | — | $239K | 1.4% | |
| JPMORGAN MID CAP GROWTH R6 Mutual Funds | — | — | — | $226K | 1.3% | |
| FIDELITY EXTENDED MARKET INDEX Mutual Funds | — | — | — | $214K | 1.2% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Mutual Funds | — | — | — | $190K | 1.1% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 Mutual Funds | — | — | — | $168K | 1.0% | |
| COHEN & STEERS INSTL REALTY SHARES Mutual Funds | — | — | — | $148K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2035 FUND Mutual Funds | — | — | — | $143K | 0.8% | |
| VANGUARD INTERNATIONAL GROWTH ADM Mutual Funds | — | — | — | $141K | 0.8% | |
| VANGUARD SELECTED VALUE INV Mutual Funds | — | — | — | $140K | 0.8% | |
| TCW METWEST TOTAL RETURN BOND 1 Mutual Funds | — | — | — | $122K | 0.7% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual Funds | — | — | — | $119K | 0.7% | |
| LOOMIS SAYLES BOND INSTL Mutual Funds | — | — | — | $102K | 0.6% | |
| VANGUARD LIFESTRATEGY CNSRV GR INV Mutual Funds | — | — | — | $64K | 0.4% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $60K | 0.3% | |
| T. ROWE PRICE RETIREMENT BALANCED FUND I Mutual Funds ** 16 T. ROWE PRICE INTEGRATED US SM GR EQ 1 Mutual Funds | — | — | — | $59K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2020 FUND Mutual Funds | — | — | — | $47K | 0.3% | |
| EMPOWER SDB ROTH Self-Directed Brokerage | — | — | — | $42K | 0.2% | |
| ALLSPRING PRECIOUS METALS A Mutual Funds | — | — | — | $38K | 0.2% | |
| VANGUARD LIFESTRATEGY MODERATE GROWTH Mutual Funds | — | — | — | $32K | 0.2% | |
| FRANKLIN SMALL CAP VALUE ADV Mutual Funds | — | — | — | $20K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 FUND Mutual Funds | — | — | — | $14K | <0.1% |
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