How big is Patterson & Associates LLC's plan?

Patterson & Associates LLC's plan reported $12K in assets and 2 participants for 2025.

Original filing (PDF)20260505220346NAL0001447537032

Patterson & Associates LLC

Name: Patterson & Associates LLC — Patterson & Associates, Form 5500 (2025)
Creator: Patterson & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson & Associates LLC 401(k) Plan

401(k) retirement plan · Patterson & Associates LLC's Patterson & Associates LLC 401(k) Plan held $12K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

Patterson & Associates LLC's EIN is 85-0763918.

EIN 85-0763918

Plan number 001

Plan year 2025

ACK ID 20260505220346NAL0001447537032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patterson & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off