Original filing (PDF)20250613152751NAL0017662673001

PAT BATES, INC. DBA PAT BATES & ASSOCIATES

Name: PAT BATES, INC. DBA PAT BATES & ASSOCIATES — PAT BATES & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: PAT BATES, INC. DBA PAT BATES & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

PAT BATES & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PAT BATES, INC. DBA PAT BATES & ASSOCIATES

EIN

13-3758685all filings

Address

32 MORTON STREET #3C · NEW YORK, NY · 10014

Phone

(212) 807-8420

Industry

Professional & Technical Servicessee all

Plan administrator