FLAT BRANCH MORTGAGE, INC. 401(k) Plan
What public Form 5500 filings show about the FLAT BRANCH MORTGAGE, INC. 401(k) plan — and how to find and check your own account.
The FLAT BRANCH MORTGAGE, INC. 401(k) on its latest Form 5500
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.
Who runs the FLAT BRANCH MORTGAGE, INC. 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 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.
How to check your FLAT BRANCH MORTGAGE, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask FLAT BRANCH MORTGAGE, INC. 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).