Patten GP 401(k) match, vesting and fees
What Patten GP's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Patten GP: employer contribution per participant | $2,634 | |
| Peer median | $1,772 |
| Patten GP: average balance | $66,610 | |
| Peer median | $60,900 |
| Patten GP: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $7.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 112 | $7.5M | $295K | $2,634 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 160 | $5.8M | $386K | $3,356 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 168 | $4.2M | $315K | $2,315 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 155 | $3M | $149K | $1,255 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 174 | $3.2M | $121K | $1,128 | 0.02% | Not published | 5500-SF ↗ |
Common questions
Does Patten GP match 401(k) contributions?
The match terms for the Patten Title Companies Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $295K in employer contributions, about $2,634 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Patten GP 401(k) match vested?
The vesting schedule for the Patten Title Companies Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Patten GP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Patten Gp, LLC.
I left Patten GP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Patten Gp, LLC, (713) 621-5808) or the recordkeeper, Empower Annuity Insurance Company. The Patten GP old 401(k) page lists the contacts from every plan filing. Find an old Patten GP 401(k)
Data from the public Form 5500 annual reports Patten GP filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Patten GP. Not financial advice. Report a correction · Methodology