How big is James Patrick Autry's plan?

James Patrick Autry's plan reported $797 in assets and 3 participants for 2024.

Original filing (PDF)20250605142104NAL0032599858001

James Patrick Autry

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

Form 5500-SF

FILING_RECEIVED

James Patrick Autry 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James Patrick Autry's James Patrick Autry 401(k) Profit Sharing Plan & Trust held $797 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$797

Net assets (EOY)

$797

People on this filing

Edward Rojas signed James Patrick Autry's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

James Patrick Autry's EIN is 45-4462566.

EIN 45-4462566

Plan number 001

Plan year 2024

ACK ID 20250605142104NAL0032599858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JAMES PATRICK AUTRY

EIN

all filings

Address

8603 OLD FERRY RD · MONROE, NC · 281109462

Phone

(704) 226-7585

Industry

Professional & Technical Services

Plan administrator