PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Patenaude & Felix, A.P.C.

Filings through Oct 24, 2026.

Sponsor portfolio

Patenaude & Felix, A.P.C.

EIN 33-0749423-law practice-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$769K premiums
Participants
275
9619 CHESAPEAKE DRIVE, SUITE 300 - SAN DIEGO, CA 92123619-232-2124pandf.usLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401(k)-$8.0M - 128 part#501Fully insured-$769K - 182 lives

Benefits portfolio analytics

1 plan / $769K premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$559K
  • Dental$188K
  • Vision$188K
  • Short-term disability$19K
  • Long-term disability$19K
  • Life$4K
  • +1 more
Total $769K7 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

PATENAUDE & FELIX, APC 401(K) PROFIT SHARING PLAN

401(k)

Assets$8.0M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATENAUDE & FELIX, A. P. C. HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$769K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATENAUDE & FELIX, APC 401(K) PROFIT SHARING PLAN401(k)$8.0M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATENAUDE & FELIX, A. P. C. HEALTH & WELFARE PLANFully insuredBLUE CROSS OF CALIFORNIA$769K1822025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica