What public Form 5500 filings show about the IBA USA, Inc. 401(k) plan — and how to find and check your own account.
IBA USA, Inc. (EIN 90-1072480) reports IBA USA 401K PLAN on its most recent Form 5500, with $35.9M in plan assets across 340 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 IBA USA, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your IBA USA, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT, CHARLES SCHWAB & CO.
