What public Form 5500 filings show about the First State Bancorp, Inc. 401(k) plan — and how to find and check your own account.
First State Bancorp, Inc. (EIN 43-1281074) reports FIRST STATE BANCORP, INC. COMBINED RETIREMENT BENEFIT PLAN on its most recent Form 5500, with $43.0M in plan assets across 84 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 State Bancorp, 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 State Bancorp, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSITION FINANCE STRATEGIES, PRINCIPAL FINANCIAL GROUP, CETERA INVESTMENT ADVISERS, POLSINELLI PC, FORVIS LLP, CETERA.
