What public Form 5500 filings show about the BOU Bancorp, Inc. 401(k) plan — and how to find and check your own account.
BOU Bancorp, Inc. (EIN 87-0661662) reports BOU BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS on its most recent Form 5500, with $75.1M in plan assets across 385 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 BOU Bancorp, Inc. 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 BOU Bancorp, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA ADVISOR NETWORKS INSURANCE S, WILSHIRE ADVISORS, CETERA ADVISOR NETWORKS.
