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 Juniata Valley Bank (EIN 23-0741266) reports THE JUNIATA VALLEY BANK 401(K) PLAN on its most recent Form 5500, with $15.2M in plan assets across 154 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.
The Juniata Valley 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 Juniata Valley BankHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOSTON TRUST WALDEN, FIDELITY & RESEARCH, GOLDMAN SACHS ASSET, JP MORGAN INVESTMENT, AMERICAN CENTURY INVESTMENT, CHARLES SCHWAB & CO.
