What public Form 5500 filings show about the Patrick Spencer DO Inc. 401(k) plan — and how to find and check your own account.
Patrick Spencer DO Inc. (EIN 31-1814486) reports PATRICK SPENCER DO INC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $498K in plan assets across 5 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 Spencer DO Inc. filing — schedules, fees, and providers.
Patrick Spencer DO 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 Spencer DO Inc.HR for the recordkeeper’s name and login.