How big is Patton Wealth Management, LLC's plan?

Patton Wealth Management, LLC's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260303112640NAL0001350003001

Patton Wealth Management, LLC

Name: Patton Wealth Management, LLC — Patton Wealth, Form 5500 (2025)
Creator: Patton Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patton Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Patton Wealth Management, LLC's Patton Wealth Management, LLC 401(k) Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Patton Wealth Management, LLC's EIN is 82-5457439.

EIN 82-5457439

Plan number 001

Plan year 2025

ACK ID 20260303112640NAL0001350003001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patton Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patton Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WEALTH MANAGEMENT, LLC.

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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