CHAD Dougherty signed Patterson & Sheridan, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patterson & Sheridan, LLP's EIN is 22-3340889.
Download the official 2024 Form 5500 (PDF) for Patterson & Sheridan, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patterson & Sheridan, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOTAL SCHWAB | 25-1838406 | — | CUSTODY FEES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP, INC. | 93-1253576 | — | RECORDKEEPER | $40K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 47-1566880 | — | ADVISORY SERVICES | $41K | — |
| ASSUREDPARTNERS INVESTMENT ADVISORS | 45-2712335 | — | ADVISORY SERVICES | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | — | TPA SERVICES | $0 | — |
