How big is PATE Garver LP's plan?

PATE Garver LP's plan reported $1.2M in assets and 112 participants for 2024.

Original filing (PDF)20251008133541NAL0013532450001

PATE Garver LP

Name: PATE Garver LP — PATE Garver LP 401(k) Plan, Form 5500 (2024)
Creator: PATE Garver LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PATE Garver LP 401(k) Plan

401(k) retirement plan · PATE Garver LP's PATE Garver LP 401(k) Plan held $1.2M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

CHAD Carroll signed PATE Garver LP's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

PATE Garver LP's EIN is 93-3571947.

EIN 93-3571947

Plan number 001

Plan year 2024

ACK ID 20251008133541NAL0013532450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PATE Garver LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PATE Garver LP'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 PATE GARVER LP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score