What public Form 5500 filings show about the Civista Bancshares, Inc. 401(k) plan — and how to find and check your own account.
Civista Bancshares, Inc. (EIN 34-1558688) reports SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES on its most recent Form 5500, with $65.3M in plan assets across 521 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 Civista Bancshares, Inc. filing — schedules, fees, and providers.
Civista Bancshares, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Civista Bancshares, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DIVERSIFIED INVESTMET ADVISORS, BENEFIT PLANS ADMIN SERVICES.
