How big is Patten and Company LLC's plan?

Patten and Company LLC's plan reported $277K in assets and 9 participants for 2024.

Original filing (PDF)20250903142846NAL0015283137001

Patten and Company LLC

Name: Patten and Company LLC — Patten Thiebaud LLC 401(k), Form 5500 (2024)
Creator: Patten and Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patten Thiebaud LLC 401(k) Plan

401(k) retirement plan · Patten and Company LLC's Patten Thiebaud LLC 401(k) Plan held $277K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

People on this filing

Gabriella Morales signed Patten and Company LLC's 2024 Form 5500 as plan administrator.

Gabriella Morales — 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 and Company LLC's EIN is 46-4420947.

EIN 46-4420947

Plan number 001

Plan year 2024

ACK ID 20250903142846NAL0015283137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patten and Company LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 AND COMPANY LLC.

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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