What public Form 5500 filings show about the Morton Community Bank 401(k) plan — and how to find and check your own account.
Morton Community Bank (EIN 37-0808298) reports MORTON COMMUNITY BANK 401(K) RETIREMENT PLAN on its most recent Form 5500, with $58.2M in plan assets across 613 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 Morton Community Bank 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morton Community Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DAVID VAUGHAN INVESTMENTS, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO.
