Pattillo Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pattillo Management, INC.
  • Sponsor EIN: 830439986
  • Sponsor Address: 5170 PEACHTREE RD, ATLANTA, GA, 30341
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $14.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$14.1M$235,650$518,548
202328$12.6M$243,824$490,511
202227$10.1M$148,053$411,558

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