What public Form 5500 filings show about the Kasberg, Patrick & Associates LP 401(k) plan — and how to find and check your own account.
Kasberg, Patrick & Associates LP (EIN 74-2598768) reports KASBERG, PATRICK & ASSOCIATES LP 401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 75 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 Kasberg, Patrick & Associates LP filing — schedules, fees, and providers.
Kasberg, Patrick & Associates LP’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 Kasberg, Patrick & Associates LPHR for the recordkeeper’s name and login.
