Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATENAUDE WEALTH MANAGEMENT, INC.
EIN 33-1212429financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
8
4425 BAYARD STREET, SUITE 110 - SAN DIEGO, CA 92109858-412-1313patenaudewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
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 WEALTH MANAGEMENT, INC. 401(K) PLAN
401k
Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PATENAUDE WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$96K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATENAUDE WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $1.8M | 4 | 2025 | |
| 002 | PATENAUDE WEALTH MANAGEMENT, INC. CASH BALANCE PENSION PLAN | CashBalance | $96K | 4 | 2025 |
Retirement plans