How big is Patten Monument Company's plan?

Patten Monument Company's plan reported $8.2M in assets and 86 participants for 2024.

Original filing (PDF)20260113123951NAL0020453234001

Patten Monument Company

Name: Patten Monument Company — Patten Monument Company, Form 5500 (2024)
Creator: Patten Monument Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patten Monument Company 401(k) Plan

401(k) retirement plan · Patten Monument Company's Patten Monument Company 401(k) Plan held $8.2M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Robert Geers signed Patten Monument Company's 2024 Form 5500 as plan administrator.

Robert Geers — 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

Patten Monument Company's EIN is 38-0911680.

EIN 38-0911680

Plan number 002

Plan year 2024

ACK ID 20260113123951NAL0020453234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patten Monument Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off