What public Form 5500 filings show about the Board of Directors of Pentegra Defined Contribution Plan 401(k) plan — and how to find and check your own account.
Board of Directors of Pentegra Defined Contribution Plan (EIN 13-6321489) reports PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS on its most recent Form 5500, with $2.3B in plan assets across 35,603 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 Board of Directors of Pentegra Defined Contribution Plan filing — schedules, fees, and providers.
Board of Directors of Pentegra Defined Contribution Plan’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 Board of Directors of Pentegra Defined Contribution PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MCCONNELL VALDES, RELIANCE TRUST, CUSO FINANCIAL SERVICES, PENTEGRA RETIREMENT SERVICES, GLOBAL RETIREMENT PARTNERS, CAMBRIDGE INVESTMENT RESEARCH.
