EXCHANGE BANK 401(k) Plan
What public Form 5500 filings show about the EXCHANGE BANK 401(k) plan — and how to find and check your own account.
The EXCHANGE BANK 401(k) on its latest Form 5500
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.
Who runs the EXCHANGE 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 EPIC ADVISORS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EXCHANGE BANK 401(k).
How to check your EXCHANGE BANK 401(k)
- Log in to EPIC ADVISORS’s participant portal (the site on your statements).
- Ask EXCHANGE 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).