How big is Patrick Coffey Agency, LLC's plan?

Patrick Coffey Agency, LLC's plan reported $41K in assets and 4 participants for 2025.

Original filing (PDF)20260316142311NAL0001222737001

Patrick Coffey Agency, LLC

Name: Patrick Coffey Agency, LLC — Patrick Coffey Agency, Form 5500 (2025)
Creator: Patrick Coffey Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Coffey Agency 401(k) Retirement Plan

401(k) retirement plan · Patrick Coffey Agency, LLC's Patrick Coffey Agency 401(k) Retirement Plan held $41K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan identifiers

Patrick Coffey Agency, LLC's EIN is 85-0981657.

EIN 85-0981657

Plan number 001

Plan year 2025

ACK ID 20260316142311NAL0001222737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick Coffey Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick Coffey Agency, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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