PATRICK PRENDIVILLE INSURANCE AGENCY, INC. 401(K) PLAN

[ EIN: 33-0807840 | Plan No. 001 ]

PATRICK PRENDIVILLE INSURANCE AGENCY, INC. 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by PATRICK PRENDIVILLE INSURANCE AGENCY, INC.. For the 2024 plan year, the plan had 27 participants and total assets of $858,178.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PATRICK PRENDIVILLE INSURANCE AGENCY, INC.

Location: 24661 DEL PRADO, SUITE 3, DANA POINT, CA 92629

EIN: 330807840

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 27

Total Assets: $858,178

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