Patrick J. Thomas Agency, Inc. 401(k) Plan

The Patrick J. Thomas Agency, Inc. 401(k) on its latest Form 5500

Patrick J. Thomas Agency, Inc. (EIN 41-0908095) reports PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $2.5M in plan assets across 4 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 Patrick J. Thomas Agency, Inc. filing — schedules, fees, and providers.

Who runs the Patrick J. Thomas Agency, Inc. 401(k)?

Patrick J. Thomas Agency, 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 Patrick J. Thomas Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Patrick J. Thomas Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Patrick J. Thomas Agency, 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).