The Juniata Valley Bank 401(k) Plan
What public Form 5500 filings show about the The Juniata Valley Bank 401(k) plan — and how to find and check your own account.
The The Juniata Valley Bank 401(k) on its latest Form 5500
The Juniata Valley Bank (EIN 23-0741266) reports THE JUNIATA VALLEY BANK 401(K) PLAN on its most recent Form 5500, with $16.9M in plan assets across 146 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 Juniata Valley Bank filing — schedules, fees, and providers.
Who runs the The Juniata Valley Bank 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Juniata Valley Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): J P MORGAN INVESTMENT MANAGEMENT, AMERICAN CENTURY INVESTMENT MANAGEM, CHARLES SCHWAB & CO, BOSTON TRUST WALDEN, GOLDMAN SACHS ASSET MANAGEMENT L P.
How to check your The Juniata Valley Bank 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask The Juniata Valley Bank 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).