What public Form 5500 filings show about the First Colony Mortgage Corp. 401(k) plan — and how to find and check your own account.
First Colony Mortgage Corp. (EIN 87-0415314) reports FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN on its most recent Form 5500, with $23.3M in plan assets across 301 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 Colony Mortgage 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 Colony Mortgage Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RESOURCES INVESTMENT ADV, OAK LANE ADVISORS.