How big is HAL R Patton D.D.S.'s plan?

HAL R Patton D.D.S.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250718135657NAL0002852080001

HAL R Patton D.D.S.

Name: HAL R Patton D.D.S. — Form 5500 (2024)
Creator: HAL R Patton D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HAL R Patton D.D.S.

401(k) retirement plan · HAL R Patton D.D.S. held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Tammy Julian signed HAL R Patton D.D.S.'s 2024 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HAL R Patton D.D.S.'s EIN is 36-4124495.

EIN 36-4124495

Plan number 001

Plan year 2024

ACK ID 20250718135657NAL0002852080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HAL R Patton D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HAL R Patton D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.
High average account balance (86th percentile).

Plan sponsor

Name

HAL R PATTON D.D.S.

EIN

all filings

Address

1403 TROY RD · EDWARDSVILLE, IL · 62025

Phone

(618) 830-9199

Industry

Finance & Insurance

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745676

City

WHITE PLAINS, NY

Phone

(800) 782-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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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