What public Form 5500 filings show about the Exchange Bank 401(k) plan — and how to find and check your own account.
Exchange Bank (EIN 94-0463800) reports EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $107.7M in plan assets across 354 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 Exchange Bank 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 EPIC ADVISORS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Exchange Bank 401(k).
