What public Form 5500 filings show about the Traditional Bank, Inc. 401(k) plan — and how to find and check your own account.
Traditional Bank, Inc. (EIN 61-0284535) reports TRADITIONAL BANK, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $38.8M in plan assets across 263 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 Traditional Bank, Inc. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Traditional Bank, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KEYSTONE FINANCIAL GROUP, BENEFIT INSURANCE MARKETING, FAULKNER KING WENZ PSC, ANTHEM HEALTH PLANS OF KY, MESIROW FINANCIAL, CHARLES SCHWAB & CO.
