What public Form 5500 filings show about the First Metro Bank 401(k) plan — and how to find and check your own account.
First Metro Bank (EIN 63-0980487) reports FIRST METRO BANK 401(K) RETIREMENT PLAN on its most recent Form 5500, with $12.6M in plan assets across 115 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 Metro Bank 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 Metro Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.