Sponsor portfolio
PATRIOT FINANCIAL SERVICES LLC D
EIN 01-0928519Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$597K assets
Welfare
0
Participants
3
56 SOCIAL ST - WOONSOCKET, RI 02895508-530-1718
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATRIOT FINANCIAL SERVICES LLC DBA LIBERTY TAX SERVICE - 401(K) | 401k | $597K | 3 | 2025 |
Retirement plans