How big is Patten GP, LLC's plan?

Patten GP, LLC's plan reported $5.8M in assets and 117 participants for 2024.

Original filing (PDF)20250718125141NAL0000835219001

Patten GP, LLC

Name: Patten GP, LLC — Patten Title Companies Retirement, Form 5500 (2024)
Creator: Patten GP, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Patten Title Companies Retirement Plan

401(k) retirement plan · Patten GP, LLC's Patten Title Companies Retirement Plan held $5.8M in plan assets for 117 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

117

Accounts w/ balance

115

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

J. Allen Berryman signed Patten GP, LLC's 2024 Form 5500 as plan administrator.

J. Allen Berryman — 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

Patten GP, LLC's EIN is 83-2734995.

EIN 83-2734995

Plan number 002

Plan year 2024

ACK ID 20250718125141NAL0000835219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patten GP, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 PATTEN GP, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 26K (2% of contributions).

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

PATTEN GP, LLC

EIN

all filings

Address

4265 SAN FELIPE STREET · SUITE 400 · HOUSTON, TX · 77027

Phone

(713) 621-5808

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	CONTRACT ADMIN	$4K	—

Investments

33 direct securities · 1 pooled fund· $11.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$5.5M

1 holding

Pooled Separate Accounts

$5.5M

31 holdings

Other securities

$267K

1 holding

Bonds / Notes

$94K

1 holding

					% of plan
SEPERATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$5.5M	93.8%
MASSMUTUAL BLUE CHIP GROWTH I Pooled Separate Account	Pooled Separate Accounts	—	—	$820K	14.1%
VANGUARD 500 INDEX ADMIRAL Pooled Separate Account	Pooled Separate Accounts	—	—	$755K	13.0%
INDEXSELECT MODERATE 2035 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$667K	11.5%
INDEXSELECT MODERATE 2045 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$545K	9.4%
INDEXSELECT MODERATE 2055 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$493K	8.5%
VANGUARD MID CAP INDEX ADMIRAL Pooled Separate Account	Pooled Separate Accounts	—	—	$373K	6.4%
AMERICAN FUNDS WASHINGTON MUTUAL R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$344K	5.9%
General Account Fixed Annuities	Other securities	—	—	$267K	4.6%
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Pooled Separate Account	Pooled Separate Accounts	—	—	$186K	3.2%
INVESCO SMALL CAP GROWTH R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$180K	3.1%
AMERICAN FUNDS NEW WORLD R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$164K	2.8%
INDEXSELECT MODERATE RETIRE FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$126K	2.2%
VANGUARD SMALL CAP INDEX ADM Pooled Separate Account	Pooled Separate Accounts	—	—	$100K	1.7%
HARTFORD BALANCED INCOME R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$96K	1.7%
Participant Loans Interest rates at (5.25% ~ 10.50%) $0	Bonds / Notes	—	—	$94K	1.6%
INDEXSELECT AGGRESSIVE 2055 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$91K	1.6%
MASSMUTUAL MID CAP GROWTH I Pooled Separate Account	Pooled Separate Accounts	—	—	$90K	1.6%
DFA REAL ESTATE SECURITIES I Pooled Separate Account	Pooled Separate Accounts	—	—	$66K	1.1%
INDEXSELECT AGGRESSIVE 2035 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$65K	1.1%
INDEXSELECT AGGRESSIVE RETIRE FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$63K	1.1%
FIDELITY ADVISOR TOTAL BOND Z Pooled Separate Account	Pooled Separate Accounts	—	—	$49K	0.8%
INVESCO INTERNATIONAL DIVERSIFIED R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$40K	0.7%
INDEXSELECT AGGRESSIVE 2045 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.5%
JPMORGAN SMALL CAP VALUE R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$28K	0.5%
INDEXSELECT CONSERVATIVE RET FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.4%
MASSMUTUAL HIGH YIELD I Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.2%
VANGUARD TOTAL BOND MARKET INDEX ADM Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
PIMCO REAL RETURN INSTL Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
INDEXSELECT CONSERVATIVE 2055 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
INDEXSELECT CONSERVATIVE 2045 FUND CL I Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
HARTFORD INTERNATIONAL OPPORTUNITIES R6 Pooled Separate Account ** 31 HARTFORD SCHRODERS INTL MULTI-CP VAL SDR Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
AMERICAN FUNDS CAPITAL WORLD GR&INC (R6) Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
MFS GOVERNMENT SECURITIES R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%