What public Form 5500 filings show about the BANC of California, Inc. 401(k) plan — and how to find and check your own account.
BANC of California, Inc. (EIN 04-3639825) reports BANC OF CALIFORNIA, INC. 401(K) PLAN on its most recent Form 5500, with $327.3M in plan assets across 1,945 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 BANC of California, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BANC of California, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANC OF CALIFORNIA, FIDELITY INVESTMENTS INSTITUTIONAL, UBS FINANCIAL SERVICES, STRATEGIC ADVISORS, ACTUARIAL BENEFITS.
