FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 401(k) Plan
What public Form 5500 filings show about the FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 401(k) plan — and how to find and check your own account.
The FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 401(k) on its latest Form 5500
FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. (EIN 46-1652973) reports RETIREMENT FOUNDATIONS 401(K) PLAN FBO PATTERSON FAMILY PHARMACY on its most recent Form 5500, with $97K in plan assets across 10 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 FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. filing — schedules, fees, and providers.
Who runs the FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 401(k)?
FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC.’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 FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC.HR for the recordkeeper’s name and login.
How to check your FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FIDUCIARY WISE, LLC FBO PATTERSON FAMILY PHARMACY, INC. 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).