What public Form 5500 filings show about the Citizens Financial Corporation, Inc. 401(k) plan — and how to find and check your own account.
Citizens Financial Corporation, Inc. (EIN 61-1187135) reports CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN AND TRUST AGREEMENT on its most recent Form 5500, with $20.5M in plan assets across 743 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 Financial Corporation, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citizens Financial Corporation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHERRY BEKAERT LLP.
