I.B.E.W. Local 97 401(k) Plan

The I.B.E.W. Local 97 401(k) on its latest Form 5500

I.B.E.W. Local 97 (EIN 16-1456713) reports I.B.E.W. LOCAL 97 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $5.0M in plan assets across 22 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 I.B.E.W. Local 97 filing — schedules, fees, and providers.

Who runs the I.B.E.W. Local 97 401(k)?

I.B.E.W. Local 97’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask I.B.E.W. Local 97HR for the recordkeeper’s name and login.

How to check your I.B.E.W. Local 97 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask I.B.E.W. Local 97 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).