Original filing (PDF)20250701110023NAL0012616353001

BRANDON M. PATTEN DDS PC

Name: BRANDON M. PATTEN DDS PC — BRANDON M. PATTEN DDS PC 401(K) PLAN, Form 5500 (2024)
Creator: BRANDON M. PATTEN DDS PC

Form 5500-SF

FILING_RECEIVED

BRANDON M. PATTEN DDS PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

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 BRANDON M. PATTEN DDS PC.

Plan sponsor

Name

BRANDON M. PATTEN DDS PC

EIN

27-4181724

Address

2625 UNIVERSITY BLVD · AMES, IA · 50010

Phone

(515) 233-2898

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-01

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

Related plans

Similar-size Offices of Dentists plans

SCOTT K. BUTTS D.D.S., P.A.

AVENT FERRY FAMILY DENTISTRY 401(K) PLAN

$648K · 9 participants

NORTH GEORGIA CENTER FOR CORRE

NORTH GEORGIA CENTER FOR 401(K) PROFIT SHARING PLAN & TRUST

$648K · 7 participants

PARKHURST & BELISLE, DDS, PLLC

PARKHURST & BELISLE, DDS, PLLC 401K PROFIT SHARING PLAN

$648K · 20 participants

SETI YEMANE-BYRD DMD PA

SETI YEMANE - BYRD DMD PA 401K PLAN

$648K · 18 participants

ELIZABETH WHITE DDS PLLC

ELIZABETH WHITE DDS PLLC 401(K) PLAN