IVES BANK 401(k) Plan
What public Form 5500 filings show about the IVES BANK 401(k) plan — and how to find and check your own account.
The IVES BANK 401(k) on its latest Form 5500
IVES BANK (EIN 86-3388610) reports IVES BANK SAVINGS PLAN on its most recent Form 5500, with $25.8M in plan assets across 191 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 IVES BANK filing — schedules, fees, and providers.
Who runs the IVES BANK 401(k)?
IVES BANK’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 IVES BANKHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS, EMPOWER ANNUITY INSURANCE.
How to check your IVES BANK 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask IVES BANK 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).