Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DONALD PATTON CONSTRUCTION, INC.
EIN 93-0954130financial servicesLatest filing 2024
Plans
2
Retirement
2
$953K assets
Welfare
0
Participants
7
1881 TAHITI DRIVE - COSTA MESA, CA 92626949-642-8696patton-builders.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $953K assets / 7 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#003
DONALD PATTON CONSTRUCTION, INC. PENSION PLAN
TraditionalDB
Assets$684K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONALD PATTON CONSTRUCTION, INC. PROFIT SHARING TRUST
401k
Assets$268K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DONALD PATTON CONSTRUCTION, INC. PENSION PLAN | TraditionalDB | $684K | 2 | 2024 | |
| 002 | DONALD PATTON CONSTRUCTION, INC. PROFIT SHARING TRUST | 401k | $268K | 5 | 2024 |
Retirement plans