Original filing (PDF)20250624064034NAL0006557329001

PATRICK S. GRAY INSURANCE AGENCY INC.

Name: PATRICK S. GRAY INSURANCE AGENCY INC. — PATRICK S GRAY INSURANCE AGENCY401K, Form 5500 (2024)
Creator: PATRICK S. GRAY INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

PATRICK S GRAY INSURANCE AGENCY401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK S. GRAY INSURANCE AGENCY INC..

Plan sponsor

Name

PATRICK S. GRAY INSURANCE AGENCY INC.

EIN

20-0314167all filings

Address

2743 MAGUIRE RD · OCOEE, FL · 34761

Phone

(407) 877-0081

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator