What public Form 5500 filings show about the Builders Exchange of the Southern TIER, Inc. 401(k) plan — and how to find and check your own account.
Builders Exchange of the Southern TIER, Inc. (EIN 16-0810649) reports CONSTRUCTION INDUSTRY 401K PLAN on its most recent Form 5500, with $12.4M in plan assets across 136 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 Builders Exchange of the Southern TIER, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Builders Exchange of the Southern TIER, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LIPSITZ GEEN SCIME CAMBRIA LLP, TRONCONI SEGARRA & ASSOCIATES, LIPSITZ GREEN SCIME CAMBRIA, PINNACLE FINANCIAL SERVICES, NORTHWEST BANK, BUILDERS EXCHANGE OF SOUTHERN TIER.
