Original filing (PDF)20251003163639NAL0002615968001

PATTERSON BUCHANAN FOBES & LEITCH, INC., P.S.

Name: PATTERSON BUCHANAN FOBES & LEITCH, INC., P.S. — PATTERSON BUCHANAN FOBES & LEITCH, INC.,P.S. 401(K) PLAN, Form 5500 (2024)
Creator: PATTERSON BUCHANAN FOBES & LEITCH, INC., P.S.

Form 5500-SF

FILING_RECEIVED

PATTERSON BUCHANAN FOBES & LEITCH, INC.,P.S. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTERSON BUCHANAN FOBES & LEITCH, INC., P.S..

Plan sponsor

Name

PATTERSON BUCHANAN FOBES & LEITCH, INC., P.S.

EIN

26-0320452

Address

1000 SECOND AVE., 30TH FLOOR · SEATTLE, WA · 98104

Phone

(206) 462-6700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PATTERSON BUCHANAN FOBES & LEITCH, INC. PS

EIN

26-0320452

City

SEATTLE, WA

Phone

(206) 462-6700

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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