What public Form 5500 filings show about the First Protocol, Inc. 401(k) plan — and how to find and check your own account.
First Protocol, Inc. (EIN 20-1231125) reports FIRST 401(K) PLAN on its most recent Form 5500, with $27.6M in plan assets across 491 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 Protocol, Inc. 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 Protocol, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALERA INVESTMENT ADVISORS, ASSOCIATED PENSION CONSULTANTS, AURORA PRIVATE WEALTH, DWC ERISA CONSULTANTS.
