What public Form 5500 filings show about the Bank of Travelers Rest 401(k) plan — and how to find and check your own account.
Bank of Travelers Rest (EIN 57-0282578) reports BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) on its most recent Form 5500, with $35.6M in plan assets across 162 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 of Travelers Rest 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bank of Travelers Rest 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENTEGRA RETIREMENT SERVICES.
