How big is Patterson Harkavy, LLP's plan?

Patterson Harkavy, LLP's plan reported $8.8M in assets and 13 participants for 2025.

Original filing (PDF)20260514120421NAL0016763938001

Patterson Harkavy, LLP

Name: Patterson Harkavy, LLP — Patterson Harkavy, LLP, Form 5500 (2025)
Creator: Patterson Harkavy, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patterson Harkavy, LLP 401(k) Retirement Plan and Trust

401(k) retirement plan · Patterson Harkavy, LLP's Patterson Harkavy, LLP 401(k) Retirement Plan and Trust held $8.8M in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Patterson Harkavy, LLP's EIN is 56-1740126.

EIN 56-1740126

Plan number 001

Plan year 2025

ACK ID 20260514120421NAL0016763938001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patterson Harkavy, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patterson Harkavy, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATTERSON HARKAVY, LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score