What public Form 5500 filings show about the Patterson & Sheridan, LLP 401(k) plan — and how to find and check your own account.
Patterson & Sheridan, LLP (EIN 22-3340889) reports PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $53.7M in plan assets across 137 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 & Sheridan, LLP 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Patterson & Sheridan, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ECONOMIC GROUP PENSION SERVICES, KESTRA ADVISORY SERVICES, TOTAL SCHWAB, ASSUREDPARTNERS INVESTMENT ADVISORS.
