PERFORMANCE BANKERS, INC. 401(k) Plan
What public Form 5500 filings show about the PERFORMANCE BANKERS, INC. 401(k) plan — and how to find and check your own account.
The PERFORMANCE BANKERS, INC. 401(k) on its latest Form 5500
PERFORMANCE BANKERS, INC. (EIN 46-0373528) reports PERFORMANCE BANKERS, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $101.2M in plan assets across 732 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 PERFORMANCE BANKERS, INC. filing — schedules, fees, and providers.
Who runs the PERFORMANCE BANKERS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PERFORMANCE BANKERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, EIDE BAILLY, GALLAGHER FIDUCIARY ADVISORS.
How to check your PERFORMANCE BANKERS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask PERFORMANCE BANKERS, INC. 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).