What public Form 5500 filings show about the Truist Financial Corporation 401(k) plan — and how to find and check your own account.
Truist Financial Corporation (EIN 56-0939887) reports TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN on its most recent Form 5500, with $9.2B in plan assets across 38,574 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 Truist Financial Corporation 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Truist Financial Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LEGAL & GENERAL INVESTMENT MGMT AM, VISION SERVICE PLAN, NISA INVESTMENT ADVISORS, SILVERCREST ASSET MANAGEMENT GROUP, STRATEGIC ADVISORS, DODGE & COX FUNDS.
