Michael J Kappel signed Patriot Software Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patriot Software Company's EIN is 61-1787822.
Download the official 2024 Form 5500 (PDF) for Patriot Software Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patriot Software Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $273 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GREENWOOD VILLAGE, CO |
| OTHERS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS LLC DBA B | — | CLEARWATER, FL | INVESTMENT ADVISOR | $4K | — |
