· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PATOKA CAPITAL, LLC — PATOKA CAPITAL, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710130338NAL0005544737001
PATOKA CAPITAL, LLC
Form 5500-SF
FILING_RECEIVED
PATOKA CAPITAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$887K
Net assets (EOY)
$887K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATOKA CAPITAL, LLC
.
Find decision makers
Plan sponsor
Name
PATOKA CAPITAL, LLC
EIN
81-3032557
Address
825 NORTHGATE BLVD. · SUITE 203 · NEW ALBANY, IN · 47150
Phone
(812) 945-4006
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
FOCUS ONE, INC.
FOCUS ONE, INC. 401(K) PLAN
$887K · 27 participants
LAS MERCEDES MANAGEMENT INC
LAS MERCEDES 401K PLAN
$888K · 857 participants
IMPACT TECHNOLOGY GROUP, INC
IMPACT TECHNOLOGY GROUP, INC 401K PLAN
$886K · 7 participants
CONNECTOR 2000 ASSOCIATION, INC
CONNECTOR 2000 ASSOCIATION INC 401 K PROFIT SHARING PLAN TRUST
$886K · 34 participants
DUQUE & ASSOCIATES PA
DUQUE & ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$886K · 7 participants
ADMINISTRATIVE PROCESSING & SERVICES LLC
ADMINISTRATIVE PROCESSING & SERVICES 401(K) PLAN
$890K · 35 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
