What public Form 5500 filings show about the Carrollton Bank 401(k) plan — and how to find and check your own account.
Carrollton Bank (EIN 37-0207180) reports CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $94.2M in plan assets across 299 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 Carrollton Bank 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carrollton Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, MERCY BENEFIT ADMINISTRATORS, HEALTHLINC, CHARLES SCHWAB & CO, MONETA GROUP.
