How big is Christopher Patrick Insurance LL's plan?

Christopher Patrick Insurance LL's plan reported $88K in assets and 11 participants for 2024.

Original filing (PDF)20250707140204NAL0002024627001

Christopher Patrick Insurance LL

Name: Christopher Patrick Insurance LL — Christopher, Form 5500 (2024)
Creator: Christopher Patrick Insurance LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher Patrick Insurance LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Christopher Patrick Insurance LL's Christopher Patrick Insurance LLC 401(k) Profit Sharing Plan held $88K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Christoph Patrick signed Christopher Patrick Insurance LL's 2024 Form 5500 as plan administrator.

Christoph Patrick — 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

Christopher Patrick Insurance LL's EIN is 83-3953465.

EIN 83-3953465

Plan number 001

Plan year 2024

ACK ID 20250707140204NAL0002024627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christopher Patrick Insurance LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher Patrick Insurance LL'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 CHRISTOPHER PATRICK INSURANCE LL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CHRISTOPHER PATRICK INSURANCE LL

EIN

all filings

Address

1301 MONUMENT RD · SUITE 16 · JACKSONVILLE, FL · 32225

Phone

(904) 323-0972

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator