First National Bank of Scotia 401(k) Plan

The First National Bank of Scotia 401(k) on its latest Form 5500

First National Bank of Scotia (EIN 14-0696810) reports FIRST NATIONAL BANK OF SCOTIA 401(K) PLAN on its most recent Form 5500, with $14.2M in plan assets across 162 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 National Bank of Scotia filing — schedules, fees, and providers.

Who runs the First National Bank of Scotia 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First National Bank of Scotia 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, TRIAD ADVISORS, ADIRONDACK TRUST.

How to check your First National Bank of Scotia 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask First National Bank of Scotia 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).