What public Form 5500 filings show about the First Bank Upper Michigan 401(k) plan — and how to find and check your own account.
First Bank Upper Michigan (EIN 38-0579985) reports FIRST BANK UPPER MICHIGAN DEF COMP P/S on its most recent Form 5500, with $29.0M in plan assets across 122 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 First Bank Upper Michigan filing — schedules, fees, and providers.
First Bank Upper Michigan’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 First Bank Upper MichiganHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, SECURITY NATIONAL BANK, CHARLES SCHWAB & CO.
