CUSTOMERS BANK 401(k) Plan
What public Form 5500 filings show about the CUSTOMERS BANK 401(k) plan — and how to find and check your own account.
The CUSTOMERS BANK 401(k) on its latest Form 5500
CUSTOMERS BANK (EIN 23-2892229) reports CUSTOMERS BANK 401(K) PLAN on its most recent Form 5500, with $96.1M in plan assets across 799 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 CUSTOMERS BANK filing — schedules, fees, and providers.
Who runs the CUSTOMERS 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CUSTOMERS BANK 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, STRATEGIC ADVISORS.
How to check your CUSTOMERS BANK 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CUSTOMERS 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).