What public Form 5500 filings show about the Planters Bank and Trust Company 401(k) plan — and how to find and check your own account.
Planters Bank and Trust Company (EIN 64-0223390) reports PLANTERS BANK AND TRUST COMPANY 401(K) RETIREMENT PLAN on its most recent Form 5500, with $34.1M in plan assets across 255 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 Planters Bank and Trust Company filing — schedules, fees, and providers.
Planters Bank and Trust Company’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 Planters Bank and Trust CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS LLP, RAYMOND JAMES FINANCIAL SERVICES AD, ERISA SPECIALISTS/ BENEFITS PROFESS.
