First National Bank of Waterloo 401(k) Plan

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

First National Bank of Waterloo (EIN 37-0573575) reports FIRST NATIONAL BANK OF WATERLOO PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $15.9M in plan assets across 191 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 Waterloo filing — schedules, fees, and providers.

Who runs the First National Bank of Waterloo 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 Waterloo 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MONETA GROUP INVESTMENT ADVISORS.

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

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