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Original filing (PDF)20250908133029NAL0012320595001
4PATRIOTS LLC
Form 5500
FILING_RECEIVED
4PATRIOTS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
193
Accounts w/ balance
208
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 4PATRIOTS LLC.
Plan sponsor
Name
4PATRIOTS LLC
EIN
26-3660567
Address
2920 BERRY HILL DR STE 300 · NASHVILLE, TN · 37204
Phone
(310) 382-7926
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $840 | — |
Investments
28 direct securities · 1 pooled fund· $26.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.3M
28 holdings
Pooled Separate Account
$13.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.3M | 98.2% | |
| American United Life Ins. Co. Vanguard Target Retirement 2035 Fund | — | — | — | $2.0M | 14.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2050 Fund | — | — | — | $2.0M | 14.5% | |
| American United Life Ins. Co. Vanguard Target Retirement 2055 Fund | — | — | — | $1.7M | 12.8% | |
| American United Life Ins. Co. Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 12.3% | |
| American United Life Ins. Co. Vanguard 500 Index Fund | — | — | — | $1.4M | 10.7% | |
| American United Life Ins. Co. Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 10.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2060 Fund | — | — | — | $1.0M | 7.5% | |
| American United Life Ins. Co. Vanguard High-Yield Corporate Fund | — | — | — | $540K | 4.0% | |
| American United Life Ins. Co. Vanguard Intermediate-Term Bond Index Fd | — | — | — | $531K | 3.9% | |
| American United Life Ins. Co. Vanguard U.S. Growth Fund | — | — | — | $242K | 1.8% | |
| American United Life Ins. Co. Vanguard Target Retirement 2025 Fund | — | — | — | $159K | 1.2% | |
| American United Life Ins. Co. American Funds Washington Mutual R6 | — | — | — | $103K | 0.8% | |
| American United Life Ins. Co. Vanguard Small Cap Index Fund | — | — | — | $95K | 0.7% | |
| American United Life Ins. Co. Vanguard Target Retirement 2030 Fund | — | — | — | $82K | 0.6% | |
| American United Life Ins. Co. Vanguard Target Retirement 2020 Fund | — | — | — | $72K | 0.5% | |
| American United Life Ins. Co. Stable Value Account ** $ | — | — | — | $60K | 0.4% | |
| American United Life Ins. Co. Vanguard Target Retirement 2065 Fund | — | — | — | $55K | 0.4% | |
| American United Life Ins. Co. Blackrock Total Return | — | — | — | $54K | 0.4% | |
| American United Life Ins. Co. Vanguard Mid-Cap Value Index Fund | — | — | — | $41K | 0.3% | |
| American United Life Ins. Co. Vanguard Developed Markets Index Fund | — | — | — | $37K | 0.3% | |
| American United Life Ins. Co. DFA Real Estate Securities ** 684 * American United Life Ins. Co. DFA US Large Company | — | — | — | $16K | 0.1% | |
| American United Life Ins. Co. DFA Emerging Markets | — | — | — | $13K | <0.1% | |
| American United Life Ins. Co. Janus Henderson Triton Fund Class | — | — | — | $13K | <0.1% | |
| American United Life Ins. Co. American Funds American Balanced R6 | — | — | — | $2K | <0.1% | |
| American United Life Ins. Co. Janus Henderson Small Cap | — | — | — | $2K | <0.1% | |
| American United Life Ins. Co. Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% | |
| American United Life Ins. Co. GoldmanSachs Int Eq Insi R6 | — | — | — | $1K | <0.1% | |
| American United Life Ins. Co. PGIM Jennison Natural Resources Fund R6 | — | — | — | $1K | <0.1% |
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