Original filing (PDF)20250612084757NAL0047083346001

PAT GILLES LLC

Name: PAT GILLES LLC — PAT GILLES LLC 401K, Form 5500 (2024)
Creator: PAT GILLES LLC

Form 5500-SF

FILING_RECEIVED

PAT GILLES LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

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 PAT GILLES LLC.

Plan sponsor

Name

PAT GILLES LLC

EIN

35-2296622all filings

Address

931 E MAIN ST · STE 11 · MADISON, WI · 53703

Phone

(608) 692-6355

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

KARTHIKEYAN SAI MD PA

KARTHIKEYAN SAI MD PA 401(K) PROFIT SHARING PLAN & TRUST

$126K · 3 participants

CONCEPT SALES INC

CONCEPT SALES INC 401(K) PROFIT SHARING PLAN & TRUST

$126K · 5 participants

KREYOL ESSENCE LLC

KREYOL ESSENCE LLC 401(K) PROFIT SHARING PLAN & TRUST

$126K · 4 participants

TAMMY L BOLDUC

TAMMY L BOLDUC 401(K) PROFIT SHARING PLAN & TRUST

$126K · 15 participants

BUCATI LLC

BUCATI LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.