How big is Patient Engagement Advisors, LLC's plan?

Patient Engagement Advisors, LLC's plan reported $1.8M in assets and 107 participants for 2025.

Original filing (PDF)20260430164356NAL0000091601001

Patient Engagement Advisors, LLC

Name: Patient Engagement Advisors, LLC — Patient Engagemen, Form 5500 (2025)
Creator: Patient Engagement Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patient Engagement Advisors 401(k) Plan

401(k) retirement plan · Patient Engagement Advisors, LLC's Patient Engagement Advisors 401(k) Plan held $1.8M in plan assets for 107 participants in 2025.

Active participants

107

Accounts w/ balance

103

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Patient Engagement Advisors, LLC's EIN is 26-2292807.

EIN 26-2292807

Plan number 001

Plan year 2025

ACK ID 20260430164356NAL0000091601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patient Engagement Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

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