How big is Patton & Davison LLC's plan?

Patton & Davison LLC's plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250620121623NAL0009589202001

Patton & Davison LLC

Name: Patton & Davison LLC — Patton & Davison LLC 401(k), Form 5500 (2024)
Creator: Patton & Davison LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patton & Davison LLC 401(k) Plan

401(k) retirement plan · Patton & Davison LLC's Patton & Davison LLC 401(k) Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Alexander K. Davison signed Patton & Davison LLC's 2024 Form 5500 as plan administrator.

Alexander K. Davison — 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

Patton & Davison LLC's EIN is 82-3300622.

EIN 82-3300622

Plan number 001

Plan year 2024

ACK ID 20250620121623NAL0009589202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patton & Davison LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patton & Davison LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 PATTON & DAVISON LLC.

Finding similar companies…

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