What public Form 5500 filings show about the Patten Training & Review LLC 401(k) plan — and how to find and check your own account.
Patten Training & Review LLC (EIN 90-0603469) reports SECURITY FOR RETIREMENT PLAN on its most recent Form 5500, with $224K in plan assets across 29 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 Patten Training & Review LLC filing — schedules, fees, and providers.
Patten Training & Review LLC’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 Patten Training & Review LLCHR for the recordkeeper’s name and login.
