What public Form 5500 filings show about the Bank Five NINE 401(k) plan — and how to find and check your own account.
Bank Five NINE (EIN 39-0148000) reports BANK FIVE NINE 401(K) PLAN on its most recent Form 5500, with $36.0M in plan assets across 331 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 Bank Five NINE 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 Bank Five NINE 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, LPL FINANCIAL.
