Original filing (PDF)20250620121623NAL0009589202001

PATTON & DAVISON LLC

Name: PATTON & DAVISON LLC — PATTON & DAVISON LLC 401(K) PLAN, Form 5500 (2024)
Creator: PATTON & DAVISON LLC

Form 5500-SF

FILING_RECEIVED

PATTON & DAVISON LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATTON & DAVISON LLC.

Plan sponsor

Name

PATTON & DAVISON LLC

EIN

82-3300622

Address

1920 THOMES AVE STE 600 · CHEYENNE, WY · 82001

Phone

(307) 635-4111

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF SCOTT M. CLARK, P.C.

LAW OFFICES OF SCOTT M. CLARK, P.C. PROFIT SHARING PLAN

$2.7M · 15 participants

COUTURE LAW PA

COUTURE LAW PA 401(K) PROFIT SHARING PLAN & TRUST

$2.7M · 6 participants

PHILLIP GALYEN PC DBA BAILEY AND GALYEN

PHILLIP GALYEN PC 401(K) PROFIT SHARING PLAN

$2.7M · 104 participants

VARELA, LEE, METZ & GUARINO

VARELA, LEE, METZ & GUARINO RETIREMENT PLAN

$2.7M · 13 participants

SCHNEIDER BUCHEL LLP

SCHNEIDER BUCHEL LLP 401(K) PROFIT SHARING PLAN