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  2. LAW OFFICE OF GREGORY A. PATTON APC
Sponsor portfolio

LAW OFFICE OF GREGORY A. PATTON APC

EIN 83-1547230-legal services-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
3
3441 GLEN AVE - CARLSBAD, CA 920105662714-206-6787LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001MoneyPurchase-$3.3M - 1 part#002TraditionalDB-$1.7M - 2 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • MONEY PURCHASE PENSION (#001)66%
  • DEFINED BENEFIT PENSION (#002)34%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)2
  • MONEY PURCHASE PENSION (#001)1
Total 3Click 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

THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$3.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LAW OFFICES OF GREGORY A. PATTON, DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE LAW OFFICES OF GREGORY A. PATTON MONEY PURCHASE PENSION PLANMoneyPurchase$3.3M12024
002THE LAW OFFICES OF GREGORY A. PATTON, DEFINED BENEFIT PENSION PLANTraditionalDB$1.7M22024
Retirement plans
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