OWEN, PATTERSON & OWEN, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
16
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score
84
/ 100
Grade B
Above-average plan
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
43
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWEN, PATTERSON & OWEN, LLP.
Plan sponsor
Name
OWEN, PATTERSON & OWEN, LLP
EIN
47-2718690
Address
23822 WEST VALENCIA BLVD., STE 303 · VALENCIA, CA · 913555342
Phone
(661) 766-5567
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
OWEN, PATTERSON & OWEN, LLP
EIN
47-2718690
City
VALENCIA, CA
Phone
(661) 766-5567
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
