What public Form 5500 filings show about the The Harvard State Bank 401(k) plan — and how to find and check your own account.
The Harvard State Bank (EIN 36-1197840) reports CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY THE HARVARD STATE BANK on its most recent Form 5500, with $3.3M in plan assets across 48 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 Harvard State Bank filing — schedules, fees, and providers.
The Harvard State Bank’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 Harvard State BankHR for the recordkeeper’s name and login.
