How big is Patriot Trading Group's plan?

Patriot Trading Group's plan reported $88K in assets and 7 participants for 2024.

Original filing (PDF)20250716112918NAL0002365603001

Patriot Trading Group

Name: Patriot Trading Group — Patriot Group, Ltd. 401(k), Form 5500 (2024)
Creator: Patriot Trading Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patriot Group, Ltd. 401(k) Plan

401(k) retirement plan · Patriot Trading Group's Patriot Group, Ltd. 401(k) Plan held $88K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

David Dufilho signed Patriot Trading Group's 2024 Form 5500 as plan administrator.

David Dufilho — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patriot Trading Group's EIN is 76-0205103.

EIN 76-0205103

Plan number 001

Plan year 2024

ACK ID 20250716112918NAL0002365603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patriot Trading Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patriot Trading Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRIOT TRADING GROUP.

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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