First Citrus Bank 401(k) Plan

The First Citrus Bank 401(k) on its latest Form 5500

First Citrus Bank (EIN 59-3528089) reports FIRST CITRUS BANK RETIREMENT PLAN on its most recent Form 5500, with $4.1M in plan assets across 92 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 Citrus Bank filing — schedules, fees, and providers.

Who runs the First Citrus Bank 401(k)?

First Citrus Bank’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 Citrus BankHR for the recordkeeper’s name and login.

How to check your First Citrus Bank 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask First Citrus 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).