THE BRANCH GROUP INC 401(k) Plan
What public Form 5500 filings show about the THE BRANCH GROUP INC 401(k) plan — and how to find and check your own account.
The THE BRANCH GROUP INC 401(k) on its latest Form 5500
THE BRANCH GROUP INC (EIN 54-6047677) reports THE BRANCH GROUP INC AND AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $126.4M in plan assets across 1,318 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 THE BRANCH GROUP INC filing — schedules, fees, and providers.
Who runs the THE BRANCH GROUP 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 THE BRANCH GROUP INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TI TRUST SERVICES, WILSHIRE ASSOCIATES, ANTHEM HEALTH PLANS OF VIRGINIA.
How to check your THE BRANCH GROUP INC 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE BRANCH GROUP 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).