Original filing (PDF)20251015084737NAL0005575008001

PATTON WINGS, INC.

Name: PATTON WINGS, INC. — PATTON WINGS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PATTON WINGS, INC.

Form 5500

FILING_RECEIVED

PATTON WINGS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

39% in single holding

Active participants

4,413

Accounts w/ balance

499

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

How this plan invests

This plan

1 pooled trust

Schedule D

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTON WINGS, INC..

Plan sponsor

Name

PATTON WINGS, INC.

EIN

03-0606420

Address

13405 WEST STAR DRIVE · SUITE 2 · SHELBY TOWNSHIP, MI · 48315

Phone

(586) 781-0591

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORD KEEPER	$54K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ENVESTNET RETIREMENT SOLUTIONS, LLC	—	LOS ANGELES, CA	ADVISOR	$6K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

5 direct securities · 1 pooled fund· $5.6M(40% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$3.2M

5 holdings

Common Collective Trust

$2.4M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	COLUMBIA TRUST STABLE GOVT I-0 FUND AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 064	Common Collective Trust	—	—	$2.4M	16.9%
	CurrentValue 1,142,126	—	—

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