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Sponsor portfolioTH

PATTERSON PLANNING & SERVICES, INC.

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

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Retirement#002

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

401k

Assets$74.7M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PATTERSON PLANNING & SERVICES, INC. PROFIT-SHARING RETIREMENT PLAN401k$74.7M292025
Retirement plans
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