What public Form 5500 filings show about the Bank Hapoalim B.M. 401(k) plan — and how to find and check your own account.
Bank Hapoalim B.M. (EIN 13-2775750) reports BANK HAPOALIM B.M. EMPLOYEE SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $65.6M in plan assets across 254 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 Hapoalim B.M. 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 Hapoalim B.M. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT GROUP CONSULTING, MORNINGSTAR INVESTMENT MANAGEMENT L, ROGOFF &, NEWPORT GROUP SECURITIES, ROGOFF & PC.
