What public Form 5500 filings show about the Patterson Harkavy, LLP 401(k) plan — and how to find and check your own account.
Patterson Harkavy, LLP (EIN 56-1740126) reports PATTERSON HARKAVY, LLP 401(K) RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $8.8M in plan assets across 13 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 Harkavy, LLP filing — schedules, fees, and providers.
Patterson Harkavy, LLP’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 Patterson Harkavy, LLPHR for the recordkeeper’s name and login.
