How big is Patton-Tully Marine, LLC's plan?

Patton-Tully Marine, LLC's plan reported $5.3M in assets and 11 participants for 2024.

Original filing (PDF)20251002145530NAL0000609345001

Patton-Tully Marine, LLC

Name: Patton-Tully Marine, LLC — Patton-Tully 401(k) Plan, Form 5500 (2024)
Creator: Patton-Tully Marine, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patton-Tully 401(k) Plan

401(k) retirement plan · Patton-Tully Marine, LLC's Patton-Tully 401(k) Plan held $5.3M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Patton-Tully Marine, LLC's EIN is 20-8210616.

EIN 20-8210616

Plan number 001

Plan year 2024

ACK ID 20251002145530NAL0000609345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patton-Tully Marine, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patton-Tully Marine, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTON-TULLY MARINE, 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