How big is Pettey & Partrick, LLP's plan?

Pettey & Partrick, LLP's plan reported $3.1M in assets for 2024.

Original filing (PDF)20250701175055NAL0012876609001

Pettey & Partrick, LLP

Name: Pettey & Partrick, LLP — Pettey & Partrick 401(k), Form 5500 (2024)
Creator: Pettey & Partrick, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pettey & Partrick 401(k) Plan

401(k) retirement plan · Pettey & Partrick, LLP's Pettey & Partrick 401(k) Plan reported $3.1M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Shirley Horner signed Pettey & Partrick, LLP's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Pettey & Partrick, LLP's EIN is 92-2312031.

EIN 92-2312031

Plan number 001

Plan year 2024

ACK ID 20250701175055NAL0012876609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pettey & Partrick, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pettey & Partrick, LLP'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 PETTEY & PARTRICK, LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score