What public Form 5500 filings show about the First Berne Financial Corp. 401(k) plan — and how to find and check your own account.
First Berne Financial Corp. (EIN 35-1625680) reports FIRST BERNE EMPLOYEE STOCK OWNERSHIP AND 401( K) PLAN on its most recent Form 5500, with $31.6M in plan assets across 111 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 Berne Financial Corp. 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 First Berne Financial Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L.
