What public Form 5500 filings show about the The First National Bank and Trust Co., Chickasha 401(k) plan — and how to find and check your own account.
The First National Bank and Trust Co., Chickasha (EIN 73-0181535) reports THE FIRST NATIONAL BANK AND TRUST CO., CHICKASHA OKLAHOMA SAVINGS INCENTIVE AND EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $36.9M in plan assets across 163 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 First National Bank and Trust Co., Chickasha filing — schedules, fees, and providers.
The First National Bank and Trust Co., Chickasha’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The First National Bank and Trust Co., ChickashaHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROGERS WEALTH GROUP.
