How big is Patricof Co. LLC's plan?

Patricof Co. LLC's plan reported $370K in assets and 10 participants for 2024.

Original filing (PDF)20250702100953NAL0032631362001

Patricof Co. LLC

Name: Patricof Co. LLC — PCO 401(k) Plan, Form 5500 (2024)
Creator: Patricof Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PCO 401(k) Plan

401(k) retirement plan · Patricof Co. LLC's PCO 401(k) Plan held $370K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Merrill Greulich signed Patricof Co. LLC's 2024 Form 5500 as plan administrator.

Merrill Greulich — 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

Patricof Co. LLC's EIN is 83-2830087.

EIN 83-2830087

Plan number 001

Plan year 2024

ACK ID 20250702100953NAL0032631362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patricof Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patricof Co. LLC's plan includes automatic enrollment, 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 PATRICOF CO. LLC.

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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