How big is Patterson Insurance Services LLC's plan?

Patterson Insurance Services LLC's plan reported $4K in assets and 4 participants for 2024.

Original filing (PDF)20250719142535NAL0001244179001

Patterson Insurance Services LLC

Name: Patterson Insurance Services LLC — Form 5500 (2024)
Creator: Patterson Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Patterson Insurance Services LLC held $4K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Nick Rice signed Patterson Insurance Services LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Patterson Insurance Services LLC's EIN is 88-1154504.

EIN 88-1154504

Plan number 001

Plan year 2024

ACK ID 20250719142535NAL0001244179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson Insurance Services LLC'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 PATTERSON INSURANCE SERVICES 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