What public Form 5500 filings show about the Zions Bancorporation, National Association 401(k) plan — and how to find and check your own account.
Zions Bancorporation, National Association (EIN 87-0189025) reports ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $1.9B in plan assets across 10,518 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 Zions Bancorporation, National Association 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 Zions Bancorporation, National Association 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
