What public Form 5500 filings show about the Habib American Bank (HAB Bank) 401(k) plan — and how to find and check your own account.
Habib American Bank (HAB Bank) (EIN 13-3173929) reports HABIB AMERICAN BANK 401(K) SAVINGS PLAN on its most recent Form 5500, with $26.2M in plan assets across 169 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 Habib American Bank (HAB Bank) 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Habib American Bank (HAB Bank) 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, FIDELITY INVESTMENTS INSTITUTIONAL, MERRILL LYNCH PIERCE FENNER&SMITH.
