PATTISON PENSION SPECIALISTS, INC. 401(k) Plan
What public Form 5500 filings show about the PATTISON PENSION SPECIALISTS, INC. 401(k) plan — and how to find and check your own account.
The PATTISON PENSION SPECIALISTS, INC. 401(k) on its latest Form 5500
PATTISON PENSION SPECIALISTS, INC. (EIN 85-0437924) reports PATTISON PENSION SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.7M in plan assets across 8 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 PATTISON PENSION SPECIALISTS, INC. filing — schedules, fees, and providers.
Who runs the PATTISON PENSION SPECIALISTS, INC. 401(k)?
PATTISON PENSION SPECIALISTS, INC.’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 PATTISON PENSION SPECIALISTS, INC.HR for the recordkeeper’s name and login.
How to check your PATTISON PENSION SPECIALISTS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PATTISON PENSION SPECIALISTS, INC. 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).
