First State Bank of St. Charles Missouri 401(k) Plan

The First State Bank of St. Charles Missouri 401(k) on its latest Form 5500

First State Bank of St. Charles Missouri (EIN 43-0492450) reports FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN on its most recent Form 5500, with $25.2M in plan assets across 180 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 Bank of St. Charles Missouri filing — schedules, fees, and providers.

Who runs the First State Bank of St. Charles Missouri 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First State Bank of St. Charles Missouri 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSITION FINANCE STRATEGIES, SOUTHARD FINANCIAL.

How to check your First State Bank of St. Charles Missouri 401(k)

• Log in to Lincoln Financial’s participant portal (the site on your statements).
• Ask First State Bank of St. Charles Missouri 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).