SOUTHERN BANK AND TRUST COMPANY 401(k) Plan
What public Form 5500 filings show about the SOUTHERN BANK AND TRUST COMPANY 401(k) plan — and how to find and check your own account.
The SOUTHERN BANK AND TRUST COMPANY 401(k) on its latest Form 5500
SOUTHERN BANK AND TRUST COMPANY (EIN 56-0132260) reports THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST COMPANY on its most recent Form 5500, with $84.5M in plan assets across 598 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 SOUTHERN BANK AND TRUST COMPANY filing — schedules, fees, and providers.
Who runs the SOUTHERN BANK AND TRUST COMPANY 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHERN BANK AND TRUST COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST-CITIZENS BANK & TRUST CO.
How to check your SOUTHERN BANK AND TRUST COMPANY 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask SOUTHERN BANK AND TRUST COMPANY 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).