CITIZENS BANK 401(k) Plan
What public Form 5500 filings show about the CITIZENS BANK 401(k) plan — and how to find and check your own account.
The CITIZENS BANK 401(k) on its latest Form 5500
CITIZENS BANK (EIN 39-0210030) reports CITIZENS BANK 401K MUKWONAGO WI on its most recent Form 5500, with $22.2M in plan assets across 143 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 CITIZENS BANK filing — schedules, fees, and providers.
Who runs the CITIZENS 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CITIZENS BANK 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SPECTRUM INVESTMENT ADVISORS.
How to check your CITIZENS BANK 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask CITIZENS 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).