SOUTHSIDE BANCSHARES, INC. 401(k) Plan
What public Form 5500 filings show about the SOUTHSIDE BANCSHARES, INC. 401(k) plan — and how to find and check your own account.
The SOUTHSIDE BANCSHARES, INC. 401(k) on its latest Form 5500
SOUTHSIDE BANCSHARES, INC. (EIN 75-1848732) reports SAVINGS PLAN FOR THE SUBSIDIARIES OF SOUTHSIDE BANCSHARES, INC. on its most recent Form 5500, with $70.2M in plan assets across 789 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 SOUTHSIDE BANCSHARES, INC. filing — schedules, fees, and providers.
Who runs the SOUTHSIDE BANCSHARES, 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 SOUTHSIDE BANCSHARES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, HENRY & PETERS PC, TOTAL ADMINISTRATIVE SERVICES, WILSHIRE ADVISORS, WILLIS TOWERS WATSON US.
How to check your SOUTHSIDE BANCSHARES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask SOUTHSIDE BANCSHARES, 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).