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PAT NEFF & ASSOCIATES, LLC

EIN 43-1987362-financial services-Latest filing 2025
Plans
1
Retirement
1
$836K assets
Welfare
0
Participants
7
802 LAKE HEIGHTS COURT - HIGHLAND VILLAGE, TX 75077806-747-4500patneffandassociates.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$836K - 7 part

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Retirement#001

PAT NEFF & ASSOCIATES, LLC 401(K) PLAN

401k

Assets$836K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAT NEFF & ASSOCIATES, LLC 401(K) PLAN401k$836K72025
Retirement plans
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