Sponsor portfolio
PATTERSON AND COMPANY CPAS PLL
EIN 27-5255182accountingLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
Participants
25
2297 LEXINGTON RD, SUITE 102 - LOUISVILLE, KY 40206502-276-0956pattersoncpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATTERSON & COMPANY, CPAS PLLC RETIREMENT TRUST
401k
Assets$2.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATTERSON AND COMPANY CPAS PLL CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATTERSON & COMPANY, CPAS PLLC RETIREMENT TRUST | 401k | $2.1M | 24 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATTERSON AND COMPANY CPAS PLL CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans