How big is Patrick Moeller, Inc.'s plan?

Patrick Moeller, Inc.'s plan reported $3.3M in assets and 63 participants for 2024.

Original filing (PDF)20251009072447NAL0010968304001

Patrick Moeller, Inc.

Name: Patrick Moeller, Inc. — Patrick Moeller, Inc. 401(k), Form 5500 (2024)
Creator: Patrick Moeller, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Moeller, Inc. 401(k) Plan

401(k) retirement plan · Patrick Moeller, Inc.'s Patrick Moeller, Inc. 401(k) Plan held $3.3M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Patrick Moeller, Inc.'s EIN is 34-1678484.

EIN 34-1678484

Plan number 001

Plan year 2024

ACK ID 20251009072447NAL0010968304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick Moeller, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick Moeller, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score