Original filing (PDF)20251015124449NAL0009648098001

Patterson & Sheridan, LLP

Name: Patterson & Sheridan, LLP — Patterson & Sheridan, Form 5500 (2024)
Creator: Patterson & Sheridan, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Patterson & Sheridan, LLP Profit Sharing 401(k) Plan

401(k) retirement plan · Patterson & Sheridan, LLP's Patterson & Sheridan, LLP Profit Sharing 401(k) Plan held $53.7M in plan assets for 137 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

137

Accounts w/ balance

232

Plan assets (EOY)

$53.7M

Net assets (EOY)

$53.7M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 263K (7% of contributions).

Helping the score

High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PATTERSON & SHERIDAN, LLP

EIN

22-3340889all filings

Address

24 GREENWAY PLAZA · SUITE 1600 · HOUSTON, TX · 77046

Phone

(713) 623-4844

Industry

Law Offices· Professional & Technical Services

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
TOTAL SCHWAB	25-1838406	—	CUSTODY FEES	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP, INC.	93-1253576	—	RECORDKEEPER	$40K	—

Investments

30 direct securities· $51.7M(96% of reported assets)

Mutual Funds

$19.2M

20 holdings

Common Collective Trusts

$11.1M

1 holding

Other securities

$10.2M

6 holdings

Self-Directed Brokerage

$10.0M

1 holding

Common Stocks

$985K

1 holding

Bonds / Notes

$193K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$11.1M	20.7%
Charles Schwab Trust Bank Self-directed brokerage Personal Choice Retirement account	Self-Directed Brokerage	—	—	$10.0M	18.7%
Hood River Small-Cap Gr Ret Mutual fund	Other securities	—	—	$3.6M	6.8%
Pioneer Bond Trust Mutual fund	Other securities	—	—	$3.3M	6.1%
Standard Stable Asset Fund Guaranteed income fund	Other securities	—	—	$2.9M	5.4%
Nuveen Lifecycle Index Retirement Income Mutual fund	Mutual Funds	—	—	$2.8M	5.2%
Fidelity Large Cap Growth Index Mutual fund	Mutual Funds	—	—	$2.8M	5.2%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$2.3M	4.3%
Nuveen Lifecycle Index 2020 Fund Mutual fund	Mutual Funds	—	—	$1.9M	3.6%
Nuveen Lifecycle Index 2040 Fund Mutual fund	Mutual Funds	—	—	$1.7M	3.3%
Nuveen Lifecycle Index 2050 Fund Mutual fund	Mutual Funds	—	—	$1.6M	3.0%
Nuveen Lifecycle Index 2035 Fund Mutual fund	Mutual Funds	—	—	$1.1M	2.1%
JPMorgan Equity Inc R6 Mutual fund	Common Stocks	—	—	$985K	1.8%
Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value American Funds Europacific R6 Mutual fund	Mutual Funds	—	—	$867K	1.6%
Nuveen Lifecycle Index 2045 Fund Mutual fund	Mutual Funds	—	—	$853K	1.6%
Nuveen Lifecycle Index 2030 Fund Mutual fund	Mutual Funds	—	—	$714K	1.3%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$544K	1.0%
Fidelity Mid Cap Growth Index Mutual fund	Mutual Funds	—	—	$441K	0.8%
Nuveen Lifecycle Index 2065 Fund Mutual fund	Mutual Funds	—	—	$375K	0.7%
Fidelity Mid Cap Value Index Mutual fund	Mutual Funds	—	—	$270K	0.5%
Hartford World Bond Mutual fund	Other securities	—	—	$204K	0.4%
Fidelity Emerging Markets Index Mutual fund	Mutual Funds	—	—	$202K	0.4%
Participant Loans Interest range: 5.25% to 10.50% -	Bonds / Notes	—	—	$193K	0.4%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$192K	0.4%
Nuveen Lifecycle Index 2025 Fund Mutual fund	Mutual Funds	—	—	$168K	0.3%
Fidelity Interm Trs Bd Index Mutual fund	Mutual Funds	—	—	$148K	0.3%
Janus Hend Multi Securities Inc T Mutual fund	Mutual Funds	—	—	$130K	0.2%
Cohen & Steers Realty Mutual fund	Other securities	—	—	$98K	0.2%
Undiscovered Managers Behavorial Value Fund Mutual fund	Other securities	—	—	$81K	0.1%
Nuveen Lifecycle Index 2055 Fund Mutual fund	Mutual Funds	—	—	$1K	<0.1%