How big is Patten Training & Review LLC's plan?

Patten Training & Review LLC's plan reported $224K in assets and 29 participants for 2024.

Original filing (PDF)20251003104252NAL0000760675002

Patten Training & Review LLC

Name: Patten Training & Review LLC — Security for, Form 5500 (2024)
Creator: Patten Training & Review LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Security for Retirement Plan

401(k) retirement plan · Patten Training & Review LLC's Security for Retirement Plan held $224K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$223K

People on this filing

Deirdre Patten Kowalski signed Patten Training & Review LLC's 2024 Form 5500 as plan administrator.

Deirdre Patten Kowalski — 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

Patten Training & Review LLC's EIN is 90-0603469.

EIN 90-0603469

Plan number 001

Plan year 2024

ACK ID 20251003104252NAL0000760675002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patten Training & Review LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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

Helping the score