How big is Patrick Knapp Financial Servic's plan?

Patrick Knapp Financial Servic's plan reported $6K in assets and 2 participants for 2025.

Original filing (PDF)20260515135418NAL0011519216001

Patrick Knapp Financial Servic

Name: Patrick Knapp Financial Servic — Patrick Knapp, Form 5500 (2025)
Creator: Patrick Knapp Financial Servic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Knapp Financial Servic 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Patrick Knapp Financial Servic's Patrick Knapp Financial Servic 401(k) Profit Sharing Plan & Trust held $6K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Edward Rojas signed Patrick Knapp Financial Servic's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Knapp Financial Servic's EIN is 82-2452741.

EIN 82-2452741

Plan number 001

Plan year 2025

ACK ID 20260515135418NAL0011519216001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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