What public Form 5500 filings show about the National Bank of Canada 401(k) plan — and how to find and check your own account.
National Bank of Canada (EIN 95-4108888) reports NATIONAL BANK OF CANADA 401(K) PLAN on its most recent Form 5500, with $68.9M in plan assets across 300 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 National Bank of Canada 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your National Bank of Canada 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SCHWAB TRUST.