What public Form 5500 filings show about the Commerce Bank & Trust Holding Company 401(k) plan — and how to find and check your own account.
Commerce Bank & Trust Holding Company (EIN 48-0876926) reports COMMERCE BANK & TRUST HOLDING COMPANY & SUBSIDIARIES 401(K) PLAN on its most recent Form 5500, with $22.9M in plan assets across 222 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 Commerce Bank & Trust Holding Company 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Commerce Bank & Trust Holding Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PFG, BANK ADVISORY GROUP, MORNINGSTAR INVESTMENT MANAGEMENT L, CLIFTON LARSON ALLEN, SHERMAN & HOWARD, WILSHIRE ADVISORS.
