How big is Patrick LAU's plan?

Patrick LAU's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260415165412NAL0017251649001

Patrick LAU

Name: Patrick LAU — Patrick LAU Insurance Agency Inc., Form 5500 (2025)
Creator: Patrick LAU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick LAU Insurance Agency Inc. 401(k) Plan

401(k) retirement plan · Patrick LAU's Patrick LAU Insurance Agency Inc. 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Patrick LAU signed Patrick LAU's 2025 Form 5500 as plan administrator.

Patrick LAU — 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

Patrick LAU's EIN is 81-1974770.

EIN 81-1974770

Plan number 001

Plan year 2025

ACK ID 20260415165412NAL0017251649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick LAU from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick LAU's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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