What public Form 5500 filings show about the Old Second National Bank 401(k) plan — and how to find and check your own account.
Old Second National Bank (EIN 36-1577458) reports OLD SECOND NATIONAL BANK POOLED EMPLOYER PLAN on its most recent Form 5500, with $34.4M in plan assets across 609 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 Old Second National 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Old Second National Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, OLD SECOND NATIONAL BANK, CHARLES SCHWAB & CO.
