How big is Patterson Schlotterer Medical GR's plan?

Patterson Schlotterer Medical GR's plan reported $195K in assets and 10 participants for 2024.

Original filing (PDF)20250527104920NAL0016957394001

Patterson Schlotterer Medical GR

Name: Patterson Schlotterer Medical GR — Patterson, Form 5500 (2024)
Creator: Patterson Schlotterer Medical GR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson Schlotterer Medical Group 401(k)

401(k) retirement plan · Patterson Schlotterer Medical GR's Patterson Schlotterer Medical Group 401(k) held $195K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Julia Saenz signed Patterson Schlotterer Medical GR's 2024 Form 5500 as plan administrator.

Julia Saenz — 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

Patterson Schlotterer Medical GR's EIN is 86-0732973.

EIN 86-0732973

Plan number 001

Plan year 2024

ACK ID 20250527104920NAL0016957394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patterson Schlotterer Medical GR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson Schlotterer Medical GR'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 PATTERSON SCHLOTTERER MEDICAL GR.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PATTERSON SCHLOTTERER MEDICAL GR

EIN

all filings

Address

515 W BUCKEYE ROAD SUITE 402 · PHOENIX, AZ · 85003

Phone

(602) 228-3168

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator