Original filing (PDF)20251003104252NAL0000760675002

PATTEN TRAINING & REVIEW LLC

Name: PATTEN TRAINING & REVIEW LLC — SECURITY FOR RETIREMENT PLAN, Form 5500 (2024)
Creator: PATTEN TRAINING & REVIEW LLC

Form 5500-SF

FILING_RECEIVED

SECURITY FOR RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$223K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PATTEN TRAINING & REVIEW LLC

EIN

90-0603469all filings

Address

85 N. FRONTERA CIR · THE WOODLANDS, TX · 77382

Phone

(281) 419-6030

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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