THE FIRST DISTRICT ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the THE FIRST DISTRICT ASSOCIATION 401(k) plan — and how to find and check your own account.
The THE FIRST DISTRICT ASSOCIATION 401(k) on its latest Form 5500
THE FIRST DISTRICT ASSOCIATION (EIN 41-0255940) reports FIRST DISTRICT ASSOCIATION 401(K) PLAN on its most recent Form 5500, with $13.5M in plan assets across 210 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 THE FIRST DISTRICT ASSOCIATION filing — schedules, fees, and providers.
Who runs the THE FIRST DISTRICT ASSOCIATION 401(k)?
THE FIRST DISTRICT ASSOCIATION’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 THE FIRST DISTRICT ASSOCIATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADVANCED CAPITAL GROUP.
How to check your THE FIRST DISTRICT ASSOCIATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE FIRST DISTRICT ASSOCIATION 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).