ALL WESTERN MORTGAGE 401(k) Plan
What public Form 5500 filings show about the ALL WESTERN MORTGAGE 401(k) plan — and how to find and check your own account.
The ALL WESTERN MORTGAGE 401(k) on its latest Form 5500
ALL WESTERN MORTGAGE (EIN 88-0209429) reports ALL WESTERN MORTGAGE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $9.1M in plan assets across 330 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 ALL WESTERN MORTGAGE filing — schedules, fees, and providers.
Who runs the ALL WESTERN MORTGAGE 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ALL WESTERN MORTGAGE 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
How to check your ALL WESTERN MORTGAGE 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask ALL WESTERN MORTGAGE 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).