What public Form 5500 filings show about the Legend Bank 401(k) plan — and how to find and check your own account.
Legend Bank (EIN 75-0150372) reports LEGEND BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN on its most recent Form 5500, with $37.2M in plan assets across 185 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 Legend Bank filing — schedules, fees, and providers.
Legend 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 Legend BankHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FROST BANK, BENEFIT PLAN ADMIN SERVICES.
