How big is Patterson & Sweeny, PL's plan?

Patterson & Sweeny, PL's plan reported $245K in assets and 2 participants for 2024.

Original filing (PDF)20250721180103NAL0002393552001

Patterson & Sweeny, PL

Name: Patterson & Sweeny, PL — Patterson & Sweeny 401(k), Form 5500 (2024)
Creator: Patterson & Sweeny, PL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson & Sweeny 401(k) Profit Sharing Plan

401(k) retirement plan · Patterson & Sweeny, PL's Patterson & Sweeny 401(k) Profit Sharing Plan held $245K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan identifiers

Patterson & Sweeny, PL's EIN is 65-1130908.

EIN 65-1130908

Plan number 001

Plan year 2024

ACK ID 20250721180103NAL0002393552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patterson & Sweeny, PL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson & Sweeny, PL's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTERSON & SWEENY, PL.

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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