How big is Patrick W. Segraves Architect, P.A.'s plan?

Patrick W. Segraves Architect, P.A.'s plan reported $323K in assets and 2 participants for 2024.

Original filing (PDF)20251003071255NAL0000694099001

Patrick W. Segraves Architect, P.A.

Name: Patrick W. Segraves Architect, P.A. — Patrick W., Form 5500 (2024)
Creator: Patrick W. Segraves Architect, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick W. Segraves Architect, P.A. 401(k) Plan

401(k) retirement plan · Patrick W. Segraves Architect, P.A.'s Patrick W. Segraves Architect, P.A. 401(k) Plan held $323K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan identifiers

Patrick W. Segraves Architect, P.A.'s EIN is 65-0969015.

EIN 65-0969015

Plan number 001

Plan year 2024

ACK ID 20251003071255NAL0000694099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick W. Segraves Architect, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick W. Segraves Architect, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK W. SEGRAVES ARCHITECT, P.A..

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PATRICK W. SEGRAVES ARCHITECT, P.A.

EIN

all filings

Address

249 PERUVIAN AVE., #F-2 · PALM BEACH, FL · 33480

Phone

(561) 655-1116

Industry

Professional & Technical Services

Plan administrator