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  2. Patterson Planning & Services, Inc.

Filings through Oct 24, 2026.

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Patterson Planning & Services, Inc.

EIN 13-1913522-management consulting-Latest filing 2025
Plans
1
Retirement
1
$74.7M assets
Health & Benefits
0
Participants
29
2515 SOUTH ROAD, 5TH FLOOR - POUGHKEEPSIE, NY 12601212-885-1625LinkedIn11-50 employeesmanagement consulting
Plans on this EIN
1 filing
#002401(k)-$74.7M - 29 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN

401(k)

Assets$74.7M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN401(k)$74.7M292025
  • PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN$74.7M
    #002 · 401(k) · 202529
Retirement plans
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