How big is Patron Management LLC's plan?

Patron Management LLC's plan reported $230K in assets and 3 participants for 2024.

Original filing (PDF)20250718121222NAL0002606592001

Patron Management LLC

Name: Patron Management LLC — Patron Management LLC 401(k), Form 5500 (2024)
Creator: Patron Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patron Management LLC 401(k) Plan

401(k) retirement plan · Patron Management LLC's Patron Management LLC 401(k) Plan held $230K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Marcus Bowie signed Patron Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Patron Management LLC's EIN is 86-3071201.

EIN 86-3071201

Plan number 001

Plan year 2024

ACK ID 20250718121222NAL0002606592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patron Management 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 PATRON 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