What public Form 5500 filings show about the North State Bank 401(k) plan — and how to find and check your own account.
North State Bank (EIN 56-2183599) reports NORTH STATE BANK 401K PLAN AND ESOP on its most recent Form 5500, with $30.9M in plan assets across 201 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 State Bank filing — schedules, fees, and providers.
North State 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 North State BankHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GUARDIAN WEALTH PARTNERS, AT RETIREMENT SERVICES.
