TERRITORIAL SAVINGS BANK 401(k) Plan
What public Form 5500 filings show about the TERRITORIAL SAVINGS BANK 401(k) plan — and how to find and check your own account.
The TERRITORIAL SAVINGS BANK 401(k) on its latest Form 5500
TERRITORIAL SAVINGS BANK (EIN 99-0056630) reports TERRITORIAL SAVINGS BANK 401(K) PLAN on its most recent Form 5500, with $42.9M in plan assets across 260 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 TERRITORIAL SAVINGS BANK filing — schedules, fees, and providers.
Who runs the TERRITORIAL SAVINGS BANK 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TERRITORIAL SAVINGS BANK 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, BUCK GLOBAL, MOSS ADAMS LLP, WELLS FARGO ADVISORS, AMBROSE ESOP ADVISORS, GREATBANC TRUST.
How to check your TERRITORIAL SAVINGS BANK 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask TERRITORIAL SAVINGS BANK 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).