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PATTERSON NURSERY SALES, INC. — PATTERSON NURSERY SALES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250922150504NAL0012591106001
PATTERSON NURSERY SALES, INC.
Form 5500-SF
FILING_RECEIVED
PATTERSON NURSERY SALES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
16
Plan assets (EOY)
$590K
Net assets (EOY)
$590K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PATTERSON NURSERY SALES, INC.
.
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Plan sponsor
Name
PATTERSON NURSERY SALES, INC.
EIN
93-0987268
Address
29300 SE BURNETT RD. · EAGLE CREEK, OR · 970229694
Phone
(503) 668-6000
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
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CORKYS GARDEN PATH GREENHOUSE
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$576K · 16 participants
GRUBB & NADLER, INC.
GRUBB & NADLER, INC. 401(K) PLAN
$609K · 52 participants
PEONY'S ENVY LLC
PEONY'S ENVY LLC 401(K) PLAN
$570K · 1 participants
65
Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GIORDANO COUNTRY GARDENING, INC.
GIORDANO COUNTRY GARDEN, INC 401(K)PLAN
$610K · 4 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
