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Sponsor portfolio

JONAS PATE, INC.

EIN 27-3254041-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
8
118 SKYSTASAIL DR. - WILMINGTON, NC 28409323-804-3606
Plans on this EIN
2 filings
#001TraditionalDB-$2.0M - 4 part#002401k-$328K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • DEFINED BENEFIT PLAN (#001)86%
  • PATE 401K PLAN (#002)14%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)4
  • PATE 401K PLAN (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JONAS PATE INC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONAS PATE 401K PLAN

401k

Assets$328K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JONAS PATE INC DEFINED BENEFIT PLANTraditionalDB$2.0M42024
002JONAS PATE 401K PLAN401k$328K42025
Retirement plans
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