PATRIOT FINANCIAL SERVICES LLC DBA LIBERTY TAX SERVICE - 401(K)

[ EIN: 01-0928519 | Plan No. 001 ]

According to Department of Labor Form 5500 data, PATRIOT FINANCIAL SERVICES LLC D sponsors PATRIOT FINANCIAL SERVICES LLC DBA LIBERTY TAX SERVICE - 401(K), categorized as a 401(k) plan. The filing shows 3 participants and total assets of $375,658 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: PATRIOT FINANCIAL SERVICES LLC D

Location: 56 SOCIAL ST, WOONSOCKET, RI 02895

EIN: 010928519

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $375,658

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