Original filing (PDF)20251001165551NAL0032107906001

AL PATEL INSURANCE AGENCY INC.

Name: AL PATEL INSURANCE AGENCY INC. — AL PATEL INSURANCE AGENCY INC. 401(K) PLAN, Form 5500 (2024)
Creator: AL PATEL INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

AL PATEL INSURANCE AGENCY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

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.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AL PATEL INSURANCE AGENCY INC.

EIN

20-1773688

Address

856 GOLD HILL ROAD · SUITE 110 · FORT MILL, SC · 29708

Phone

(803) 802-5533

Industry