How big is The PATE Company's plan?

The PATE Company's plan reported $3.3M in assets and 28 participants for 2024.

Original filing (PDF)20250708072158NAL0006173824001

The PATE Company

Name: The PATE Company — The PATE Company 401(k) Plan, Form 5500 (2024)
Creator: The PATE Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The PATE Company 401(k) Plan

401(k) retirement plan · The PATE Company's The PATE Company 401(k) Plan held $3.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

ALAN Leard signed The PATE Company's 2024 Form 5500 as plan administrator.

ALAN Leard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The PATE Company's EIN is 36-3467796.

EIN 36-3467796

Plan number 001

Plan year 2024

ACK ID 20250708072158NAL0006173824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The PATE Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The PATE Company's plan includes automatic enrollment, 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 THE PATE COMPANY.

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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