How big is Patton & Company PC's plan?

Patton & Company PC's plan reported $3.9M in assets and 8 participants for 2024.

Original filing (PDF)20250630120547NAL0011119761001

Patton & Company PC

Name: Patton & Company PC — Patton & Company PC Profit, Form 5500 (2024)
Creator: Patton & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patton & Company PC Profit Sharing

Defined-contribution retirement plan · Patton & Company PC's Patton & Company PC Profit Sharing held $3.9M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

R.M. Patton signed Patton & Company PC's 2024 Form 5500 as plan administrator.

R.M. Patton — 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

Patton & Company PC's EIN is 36-4167203.

EIN 36-4167203

Plan number 001

Plan year 2024

ACK ID 20250630120547NAL0011119761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patton & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patton & Company PC's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTON & COMPANY PC.

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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