How big is Patriot, LLC's plan?

Patriot, LLC's plan reported $5.8M in assets and 143 participants for 2024.

Original filing (PDF)20251011114021NAL0013837424001

Patriot, LLC

Name: Patriot, LLC — Patriot, LLC 401(k) Plan, Form 5500 (2024)
Creator: Patriot, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patriot, LLC 401(k) Plan

401(k) retirement plan · Patriot, LLC's Patriot, LLC 401(k) Plan held $5.8M in plan assets for 143 participants in 2024.

Signals · 1

No auditor on file

Active participants

143

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Richard Tatum signed Patriot, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Patriot, LLC's EIN is 01-0829183.

EIN 01-0829183

Plan number 001

Plan year 2024

ACK ID 20251011114021NAL0013837424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score