# Patten & Patten, INC. DC Plan
Source: https://planprovider.pro/companies/patten-patten-inc-plan

> Patten & Patten, INC.'s DC plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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