Original filing (PDF)20240730104410NAL0045055522001

PATTON & DEAN, LLC

Name: PATTON & DEAN, LLC — PATTON & DEAN LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PATTON & DEAN, LLC

Form 5500-SF

FILING_RECEIVED

PATTON & DEAN LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PATTON & DEAN, LLC

EIN

46-1832628all filings

Address

8643 HAUSER CT, STE 235 · LENEXA, KS · 662152878

Phone

(913) 495-9998

Industry