Patrick O'CONNOR & Associates LP 401(k) Plan

The Patrick O'CONNOR & Associates LP 401(k) on its latest Form 5500

Patrick O'CONNOR & Associates LP (EIN 76-0419951) reports O'CONNOR & ASSOCIATES EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $12.1M in plan assets across 168 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 O'CONNOR & Associates LP filing — schedules, fees, and providers.

Who runs the Patrick O'CONNOR & Associates LP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Patrick O'CONNOR & Associates LP 401(k).

How to check your Patrick O'CONNOR & Associates LP 401(k)

• Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
• Ask Patrick O'CONNOR & Associates LP 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).