How big is Patriarch SEC LLC's plan?

Patriarch SEC LLC's plan reported $16K in assets and 33 participants for 2023.

Original filing (PDF)20240605131513NAL0036093280001

Patriarch SEC LLC

Name: Patriarch SEC LLC — Patriarch SEC LLC 401(k) Profit, Form 5500 (2023)
Creator: Patriarch SEC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patriarch SEC LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Patriarch SEC LLC's Patriarch SEC LLC 401(k) Profit Sharing Plan & Trust held $16K in plan assets for 33 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Gianni Galarza signed Patriarch SEC LLC's 2023 Form 5500 as plan administrator.

Gianni Galarza — 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

Patriarch SEC LLC's EIN is 81-4164664.

EIN 81-4164664

Plan number 001

Plan year 2023

ACK ID 20240605131513NAL0036093280001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Patriarch SEC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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