CARROLLTON BANK 401(k) Plan
What public Form 5500 filings show about the CARROLLTON BANK 401(k) plan — and how to find and check your own account.
The CARROLLTON BANK 401(k) on its latest Form 5500
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.
Who runs the CARROLLTON BANK 401(k)?
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): HEALTHLINC, MERCY BENEFIT ADMINISTRATORS, CHARLES SCHWAB TRUST BANK, MONETA GROUP, CHARLES SCHWAB & CO.
How to check your CARROLLTON BANK 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask CARROLLTON BANK 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).