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  1. Companies/
  2. Patriot Financial Services LLC D

Filings through Oct 24, 2026.

Patriot Financial Services LLC D

EIN 01-0928519-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$597K assets
Health & Benefits
0
Participants
3
56 SOCIAL ST - WOONSOCKET, RI 02895508-530-1718
Plans on this EIN
1 filing
#001401(k)-$597K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

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

401(k)

Assets$597K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PATRIOT FINANCIAL SERVICES LLC DBA LIBERTY TAX SERVICE - 401(K)401(k)$597K32025
  • PATRIOT FINANCIAL SERVICES LLC DBA LIBERTY TAX SERVICE - 401(K)$597K
    #001 · 401(k) · 20253
Retirement plans
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