Original filing (PDF)20250428163237NAL0012464705001

MATT PATTERSON INSURANCE AGENCY, INC.

Name: MATT PATTERSON INSURANCE AGENCY, INC. — MATT PATTERSON INSURANCE AGENCY, INC. SAFE HARBOR 401(K), Form 5500 (2024)
Creator: MATT PATTERSON INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

MATT PATTERSON INSURANCE AGENCY, INC. SAFE HARBOR 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$664K

Net assets (EOY)

$664K

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 average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MATT PATTERSON INSURANCE AGENCY, INC.

EIN

61-1439473

Address

222 E HUTCHISON · SAN MARCOS, TX · 78666

Phone

(512) 396-1234

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator