FIRST BUSINESS FINANCIAL SERVICES 401(k) Plan
What public Form 5500 filings show about the FIRST BUSINESS FINANCIAL SERVICES 401(k) plan — and how to find and check your own account.
The FIRST BUSINESS FINANCIAL SERVICES 401(k) on its latest Form 5500
FIRST BUSINESS FINANCIAL SERVICES (EIN 39-1576570) reports FIRST BUSINESS FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $93.8M in plan assets across 344 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 BUSINESS FINANCIAL SERVICES filing — schedules, fees, and providers.
Who runs the FIRST BUSINESS FINANCIAL SERVICES 401(k)?
FIRST BUSINESS FINANCIAL SERVICES’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 BUSINESS FINANCIAL SERVICESHR 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, CHARLES SCHWAB & CO, FIRST BUSINESS TRUST & INVESTMENTS.
How to check your FIRST BUSINESS FINANCIAL SERVICES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FIRST BUSINESS FINANCIAL SERVICES 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).