Original filing (PDF)20251003071255NAL0000694099001

PATRICK W. SEGRAVES ARCHITECT, P.A.

Name: PATRICK W. SEGRAVES ARCHITECT, P.A. — PATRICK W. SEGRAVES ARCHITECT, P.A. 401K PLAN, Form 5500 (2024)
Creator: PATRICK W. SEGRAVES ARCHITECT, P.A.

Form 5500-SF

FILING_RECEIVED

PATRICK W. SEGRAVES ARCHITECT, P.A. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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).

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..

Plan sponsor

Name

PATRICK W. SEGRAVES ARCHITECT, P.A.

EIN

65-0969015

Address

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

Phone

(561) 655-1116

Industry

Professional & Technical Servicessee all

Plan administrator