BANK FIVE NINE 401(k) Plan
What public Form 5500 filings show about the BANK FIVE NINE 401(k) plan — and how to find and check your own account.
The BANK FIVE NINE 401(k) on its latest Form 5500
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.
Who runs the BANK FIVE NINE 401(k)?
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.
How to check your BANK FIVE NINE 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BANK FIVE NINE 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).