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 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.
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.
