form5500lookup

Form 5500 · Retirement plan · NASHVILLE, TN

4PATRIOTS LLC

The filing calls this plan 4PATRIOTS LLC 401K PLAN.

4PATRIOTS LLC of NASHVILLE, TN's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3660567 · plan 001 · plan year 2025, filed Jul 30, 2026

Participants at the start of the year
229
Contracts on file
1
Contract value
$132,240
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $132,240 at the end of the plan year, as reported on Schedule A.

$59,385 in agent commissions is disclosed across the contracts; OSAIC WEALTH INC. is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC172December$132,240$59,385

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
4PATRIOTS LLC
EIN 26-3660567
AMERICAN UNITED LIFE INSURANCE CO
Recordkeeping and information management · EIN 35-0145825
$6,251
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$16,426,769
Paid out in benefits
$1,281,201
Participants at the start of the year
229
Participants with account balances
172

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 35-0145825
AMERICAN UNITED LIFE INSURANCE CO
Independent accountantEIN 62-1199757
LBMC PC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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