What public Form 5500 filings show about the Ballston Spa National Bank 401(k) plan — and how to find and check your own account.
Ballston Spa National Bank (EIN 14-0486153) reports BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $21.3M in plan assets across 140 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Ballston Spa National Bank filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ballston Spa National Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WORLD MARKET ADVISORS.
