Plan Snapshot
- Plan Sponsor: Patten & Patten, INC.
- Sponsor EIN: 620968572
- Sponsor Address: 555 WALNUT STREET, SUITE 280, CHATTANOOGA, TN, 37402
- Plan Type: DC
- Total Participants: 12
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $5.2M | $60,514 | $165,452 |
| 2024 | 9 | $4.3M | $55,460 | $147,321 |
| 2023 | 11 | $5.2M | $60,701 | $152,039 |
| 2022 | 12 | $6.2M | $63,406 | $150,838 |