Back to filter
Original filing (PDF)20250709145100NAL0005819313001
PABST PATENT GROUP LLP
Form 5500-SF
FILING_RECEIVED
PABST PATENT GROUP 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
34
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PABST PATENT GROUP LLP.
Plan sponsor
Name
PABST PATENT GROUP LLP
EIN
20-0940068
Address
1355 PEACHTREE STREET NE · SUITE 800 · ATLANTA, GA · 30329
Phone
(404) 879-2159
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
LYONS DOUGHTY & VELDHUIS PC
LYONS DOUGHTY & VELDHUIS PC 401(K) PROFIT SHARING PLAN AND TRUST
$5.7M · 105 participants
JELLUM LAW, P.A.
JELLUM LAW, P.A. 401(K) SAVINGS PLAN
$5.7M · 24 participants
KEKER, VAN NEST & PETERS LLP
KEKER, VAN NEST & PETERS LLP CASH BALANCE PLAN 2024
$5.7M · 53 participants
ORSINGER & NARDONE LAW OFFICES
ORSINGER & NARDONE LAW OFFICES PROFIT SHARING PLAN & TRUST
$5.7M · 5 participants
TESSER COHEN PC
TESSER COHEN PC 401(K) PROFIT SHARING PLAN & TRUST
$5.7M · 13 participants
WALDSCHMIDT & SONS, INC.
WALDSCHMIDT & SONS, INC. PROFIT SHARING & 401(K) PLAN
$5.7M · 11 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
