What public Form 5500 filings show about the Bank Policy Institute 401(k) plan — and how to find and check your own account.
Bank Policy Institute (EIN 36-0753125) reports BANK POLICY INSTITUTE EMPLOYEE THRIFT & SAVINGS PLAN on its most recent Form 5500, with $25.8M in plan assets across 51 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 Policy Institute filing — schedules, fees, and providers.
Bank Policy Institute’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 Bank Policy InstituteHR for the recordkeeper’s name and login.
