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PATTERSON REAL ESTATE ADVISORY GROUP, LLC — PATTERSON REAL ESTATE ADVISORY GROUP 401(K) PROFIT SHARING AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250627115337NAL0022672322001
PATTERSON REAL ESTATE ADVISORY GROUP, LLC
Form 5500-SF
FILING_RECEIVED
PATTERSON REAL ESTATE ADVISORY GROUP 401(K) PROFIT SHARING AND TRUST
401(k) retirement plan
Active participants
24
Accounts w/ balance
28
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATTERSON REAL ESTATE ADVISORY GROUP, LLC
.
Find decision makers
Plan sponsor
Name
PATTERSON REAL ESTATE ADVISORY GROUP, LLC
EIN
27-0540506
Address
309 EAST PACES FERRY ROAD · SUITE 1100 · ATLANTA, GA · 30305
Phone
(404) 504-6683
Industry
Real Estate
see all
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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