PATRIOT BANK, N.A. 401(k) Plan
What public Form 5500 filings show about the PATRIOT BANK, N.A. 401(k) plan — and how to find and check your own account.
The PATRIOT BANK, N.A. 401(k) on its latest Form 5500
PATRIOT BANK, N.A. (EIN 06-1364615) reports PATRIOT BANK, N.A. 401(K) SAVINGS PLAN on its most recent Form 5500, with $8.7M in plan assets across 116 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 PATRIOT BANK, N.A. filing — schedules, fees, and providers.
Who runs the PATRIOT BANK, N.A. 401(k)?
PATRIOT BANK, N.A.’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 PATRIOT BANK, N.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PASI, VOYA RETIREMENT ADVISORS.
How to check your PATRIOT BANK, N.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PATRIOT BANK, N.A. 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).