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Sponsor portfolio

PATRA, INC.

EIN 55-0831249-insurance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
61
5788 VENICE BLVD - LOS ANGELES, CA 90019323-549-3489patracorp.comLinkedIn5001-10000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$3.7M - 33 part#003CashBalance-$1.3M - 28 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 61 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • INC. INDIVIDUAL 401(K) (#001)74%
  • CASH BALANCE PLAN (#003)26%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INDIVIDUAL 401(K) (#001)33
  • CASH BALANCE PLAN (#003)28
Total 61Click 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

PATRA, INC. INDIVIDUAL 401(K) PLAN

401k

Assets$3.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PATRA, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATRA, INC. INDIVIDUAL 401(K) PLAN401k$3.7M332025
003PATRA, INC. CASH BALANCE PLANCashBalance$1.3M282025
Retirement plans
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