What public Form 5500 filings show about the FLAT Branch Mortgage, Inc. 401(k) plan — and how to find and check your own account.
FLAT Branch Mortgage, Inc. (EIN 20-2746596) reports FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $75.3M in plan assets across 615 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 FLAT Branch Mortgage, 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 FLAT Branch Mortgage, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALERA INVESTMENT ADVISORS, PRINCIPAL FINANCIAL GROUP.
