How big is Patton Hoversten & BERG, P.A.'s plan?

Patton Hoversten & BERG, P.A.'s plan reported $2.2M in assets and 23 participants for 2025.

Original filing (PDF)20260223085037NAL0001526560001

Patton Hoversten & BERG, P.A.

Name: Patton Hoversten & BERG, P.A. — PHB 401(k) Plan, Form 5500 (2025)
Creator: Patton Hoversten & BERG, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHB 401(k) Plan

401(k) retirement plan · Patton Hoversten & BERG, P.A.'s PHB 401(k) Plan held $2.2M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Perry BERG signed Patton Hoversten & BERG, P.A.'s 2025 Form 5500 as plan administrator.

Perry BERG — 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 Hoversten & BERG, P.A.'s EIN is 41-1254597.

EIN 41-1254597

Plan number 001

Plan year 2025

ACK ID 20260223085037NAL0001526560001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patton Hoversten & BERG, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patton Hoversten & BERG, P.A.'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 PATTON HOVERSTEN & BERG, P.A..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PATTON HOVERSTEN & BERG, P.A.

EIN

all filings

Address

215 ELM AVENUE EAST · WASECA, MN · 560930249

Phone

(507) 835-5240

Industry

Law Offices· Professional & Technical Services

Plan administrator