What public Form 5500 filings show about the Patterson & Dewar Engineers, Inc. 401(k) plan — and how to find and check your own account.
Patterson & Dewar Engineers, Inc. (EIN 58-0676787) reports PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $94.5M in plan assets across 281 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 Patterson & Dewar Engineers, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Patterson & Dewar Engineers, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, RETIREMENT ADVANTAGE, A A LAROCCO & ASSOCIATES.
