Original filing (PDF)20250626103519NAL0012314400001

PATTERSON & ASSOCIATES INSURANCE AGENCY

Name: PATTERSON & ASSOCIATES INSURANCE AGENCY — PATTERSON & ASSOCIATES INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: PATTERSON & ASSOCIATES INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

PATTERSON & ASSOCIATES INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTERSON & ASSOCIATES INSURANCE AGENCY.

Plan sponsor

Name

PATTERSON & ASSOCIATES INSURANCE AGENCY

EIN