Original filing (PDF)20240521073136NAL0002370273001

RILEY PATRICK MANAGEMENT

Name: RILEY PATRICK MANAGEMENT — RILEY PATRICK MANAGEMENT 401(K) PLAN, Form 5500 (2023)
Creator: RILEY PATRICK MANAGEMENT

Form 5500-SF

FILING_RECEIVED

RILEY PATRICK MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RILEY PATRICK MANAGEMENT.

Plan sponsor

Name

RILEY PATRICK MANAGEMENT

EIN

83-1341110

Address

49 MERLIN AVENUE · ALISO VIEJO, CA · 92656

Phone

(949) 874-9584

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-25

Filed

2024-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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