What public Form 5500 filings show about the Spencer Savings Bank SLA 401(k) plan — and how to find and check your own account.
Spencer Savings Bank SLA (EIN 22-1296609) reports SPENCER SAVINGS BANK SLA SAVINGS RETIREMENT PLAN on its most recent Form 5500, with $48.4M in plan assets across 298 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 Spencer Savings Bank SLA 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 Spencer Savings Bank SLA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA ADVISORY SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L, PRINCIPAL GLOBAL INVESTORS.
