How big is Patterson Group, LLC's plan?

Patterson Group, LLC's plan reported $472K in assets and 2 participants for 2024.

Original filing (PDF)20251015122213NAL0006236096001

Patterson Group, LLC

Name: Patterson Group, LLC — Patterson Group, LLC 401 (K), Form 5500 (2024)
Creator: Patterson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson Group, LLC 401 (K) Plan

Defined-contribution retirement plan · Patterson Group, LLC's Patterson Group, LLC 401 (K) Plan held $472K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

Plan identifiers

Patterson Group, LLC's EIN is 20-2377373.

EIN 20-2377373

Plan number 001

Plan year 2024

ACK ID 20251015122213NAL0006236096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patterson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTERSON GROUP, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off