How big is Brian Patten & Associates' plan?

Brian Patten & Associates' plan reported $1.3M in assets and 31 participants for 2024.

Original filing (PDF)20250917143141NAL0000446945001

Brian Patten & Associates

Name: Brian Patten & Associates — Brian Patten &, Form 5500 (2024)
Creator: Brian Patten & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Patten & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Brian Patten & Associates' Brian Patten & Associates 401(k) Profit Sharing Plan held $1.3M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brian Patten signed Brian Patten & Associates' 2024 Form 5500 as plan administrator.

Brian Patten — 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

Brian Patten & Associates' EIN is 83-3014928.

EIN 83-3014928

Plan number 001

Plan year 2024

ACK ID 20250917143141NAL0000446945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Patten & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Patten & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN PATTEN & ASSOCIATES.

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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