Original filing (PDF)20251014215203NAL0003780753001

PATRICIA FERGUSON & ASSOCIATES LLC

Name: PATRICIA FERGUSON & ASSOCIATES LLC — PATRICIA FERGUSON & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: PATRICIA FERGUSON & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

PATRICIA FERGUSON & ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PATRICIA FERGUSON & ASSOCIATES LLC

EIN

27-2795787all filings

Address

815 WEST 5TH STREET · CLIFTON, TX · 76634

Phone

(254) 675-8663

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator