ED PATTERSON INSURANCE AGENCY LL 401(k) Plan
What public Form 5500 filings show about the ED PATTERSON INSURANCE AGENCY LL 401(k) plan — and how to find and check your own account.
The ED PATTERSON INSURANCE AGENCY LL 401(k) on its latest Form 5500
ED PATTERSON INSURANCE AGENCY LL (EIN 20-8043149) reports ED PATTERSON INSURANCE 401(K) on its most recent Form 5500, with $170K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ED PATTERSON INSURANCE AGENCY LL filing — schedules, fees, and providers.
Who runs the ED PATTERSON INSURANCE AGENCY LL 401(k)?
ED PATTERSON INSURANCE AGENCY LL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ED PATTERSON INSURANCE AGENCY LLHR for the recordkeeper’s name and login.
How to check your ED PATTERSON INSURANCE AGENCY LL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ED PATTERSON INSURANCE AGENCY LL HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).