What public Form 5500 filings show about the Security State Bank & Trust 401(k) plan — and how to find and check your own account.
Security State Bank & Trust (EIN 74-0890992) reports SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $28.0M in plan assets across 289 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 Security State Bank & Trust 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Security State Bank & Trust 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, MILLIMAN, CAPFINANCIAL PARTNERS, BUCKINGHAM ASSET MANAGEMENT, CLIFTONLARSONALLEN LLP.
