· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATRIOT GROUP, LLC — PATRIOT GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251118185326NAL0001570963001
PATRIOT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
PATRIOT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
4
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATRIOT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
PATRIOT GROUP, LLC
EIN
35-2597604
Address
1212 HILLCREEK RD · PASADENA, MD · 21122
Phone
(617) 359-8893
Industry
Professional & Technical Services
see 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
2025-11-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
GREENBERG ADVISORS, LLC
GREENBERG ADVISORS, LLC CASH BALANCE PLAN
$1.4M · 2 participants
MANUFACTURERS EDGE
MANUFACTURERS EDGE 401(K) P/S PLAN
$1.4M · 7 participants
A-CONNECT US INC.
A-CONNECT US INC. 401(K) PROFIT SHARING PLAN
$1.4M · 5 participants
STONE & ASSOCIATES, INC.
STONE & ASSOCIATES, INC. 401(K) PLAN
$1.4M · 2 participants
CRAFT-BARRESI CONSULTANTS, LTD
C.B.C. CONSULTING, LTD. 401(K) P/S PLAN
$1.4M · 4 participants
80
Knocking points off
Filed 0.1 months past the 10.5-month grace window.
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EMBOLINE INC
EMBOLINE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 16 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
