BANCROFT BAG, INC. 401(k) Plan
What public Form 5500 filings show about the BANCROFT BAG, INC. 401(k) plan — and how to find and check your own account.
The BANCROFT BAG, INC. 401(k) on its latest Form 5500
BANCROFT BAG, INC. (EIN 72-0375151) reports BANCROFT BAG, INC. PROFIT SHARING & 401(K) RETIREMENT PLAN on its most recent Form 5500, with $8.8M in plan assets across 252 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 BANCROFT BAG, INC. filing — schedules, fees, and providers.
Who runs the BANCROFT BAG, INC. 401(k)?
BANCROFT BAG, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BANCROFT BAG, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUMMIT FINANCIAL WEALTH ADVISOR, CHARLES SCHWAB & CO.
How to check your BANCROFT BAG, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BANCROFT BAG, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).