NORTH CAROLINA BANKERS ASSOCIATION 401(k) Plan
What public Form 5500 filings show about the NORTH CAROLINA BANKERS ASSOCIATION 401(k) plan — and how to find and check your own account.
The NORTH CAROLINA BANKERS ASSOCIATION 401(k) on its latest Form 5500
NORTH CAROLINA BANKERS ASSOCIATION (EIN 56-0340440) reports SBA DEFINED CONTRIBUTION PLAN FOR NORTH CAROLINA BANKERS ASSOCIATION on its most recent Form 5500, with $8.6M in plan assets across 19 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 NORTH CAROLINA BANKERS ASSOCIATION filing — schedules, fees, and providers.
Who runs the NORTH CAROLINA BANKERS ASSOCIATION 401(k)?
NORTH CAROLINA BANKERS ASSOCIATION’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 NORTH CAROLINA BANKERS ASSOCIATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BUSINESSSOLVER COM, COMMUNITY BANK SERVICES, BROOKS PIERCE, HCMS GROUP, FIRST STOP HEALTH, JOHNSON & LAMBERT.
How to check your NORTH CAROLINA BANKERS ASSOCIATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask NORTH CAROLINA BANKERS ASSOCIATION 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).