SB FINANCIAL GROUP 401(k) Plan
What public Form 5500 filings show about the SB FINANCIAL GROUP 401(k) plan — and how to find and check your own account.
The SB FINANCIAL GROUP 401(k) on its latest Form 5500
SB FINANCIAL GROUP (EIN 34-1395608) reports SB FINANCIAL GROUP 401(K) on its most recent Form 5500, with $37.1M in plan assets across 229 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 SB FINANCIAL GROUP filing — schedules, fees, and providers.
Who runs the SB FINANCIAL GROUP 401(k)?
SB FINANCIAL GROUP’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 SB FINANCIAL GROUPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STATE BANK AND TRUST, USI CONSULTING GROUP.
How to check your SB FINANCIAL GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SB FINANCIAL GROUP 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).