How big is Pattison, Inc.'s plan?

Pattison, Inc.'s plan reported $1.7M in assets and 15 participants for 2024.

Original filing (PDF)20250529161059NAL0004918755001

Pattison, Inc.

Name: Pattison, Inc. — Pattison, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Pattison, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pattison, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pattison, Inc.'s Pattison, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Zachary Mason signed Pattison, Inc.'s 2024 Form 5500 as plan administrator.

Zachary Mason — 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

Pattison, Inc.'s EIN is 75-3009959.

EIN 75-3009959

Plan number 001

Plan year 2024

ACK ID 20250529161059NAL0004918755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pattison, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pattison, Inc.'s plan includes profit-sharing, 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 PATTISON, INC..

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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