What public Form 5500 filings show about the Southside Bancshares, Inc. 401(k) plan — and how to find and check your own account.
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.
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): WILSHIRE ADVISORS, SAGEVIEW ADVISORY GROUP, HENRY & PETERS PC, WILLIS TOWERS WATSON US, TOTAL ADMINISTRATIVE SERVICES.
