Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k) Plan

The Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k) on its latest Form 5500

Board of Directors of the IBEW Locals' Saving & Retirement Group Trust (EIN 27-1722149) reports INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN on its most recent Form 5500, with $742.0M in plan assets across 348 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 the IBEW Locals' Saving & Retirement Group Trust filing — schedules, fees, and providers.

Who runs the Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k)?

Board of Directors of the IBEW Locals' Saving & Retirement Group Trust’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 the IBEW Locals' Saving & Retirement Group TrustHR for the recordkeeper’s name and login.

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OFFICIAL OFFSET, PLANMEMBER SECURITIES, PLANMEMBER FINANCIAL SERVICES, INSTITUTIONAL INVESTMENT CONSULTING, INSIGHT INVESTMENTS MANAGEMENT, CLIFTONLARSONALLEN LLP.

How to check your Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Board of Directors of the IBEW Locals' Saving & Retirement Group Trust 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).