What public Form 5500 filings show about the The Citizens Bank of Philadelphia 401(k) plan — and how to find and check your own account.
The Citizens Bank of Philadelphia (EIN 64-0134511) reports THE CITIZENS BANK PROFIT SHARING AND SAVINGS PLAN AND TRUST on its most recent Form 5500, with $30.5M in plan assets across 289 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 Citizens Bank of Philadelphia 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Citizens Bank of Philadelphia 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHANCE GAY & CIEGLO, STRATEGIC ADVISORS, NFP.
