Israel Discount Bank of New York 401(k) Plan

The Israel Discount Bank of New York 401(k) on its latest Form 5500

Israel Discount Bank of New York (EIN 13-5596781) reports ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $165.6M in plan assets across 676 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 Israel Discount Bank of New York filing — schedules, fees, and providers.

Who runs the Israel Discount Bank of New York 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Israel Discount Bank of New York 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRAGER METIS CPAS, MORGAN STANLEY SMITH BARNEY.

How to check your Israel Discount Bank of New York 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Israel Discount Bank of New York 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).