What public Form 5500 filings show about the Carpenters Southwest Administrative Corp. 401(k) plan — and how to find and check your own account.
Carpenters Southwest Administrative Corp. (EIN 95-3687194) reports CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION PROFIT SHARING PLAN on its most recent Form 5500, with $6.5M in plan assets across 144 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 Carpenters Southwest Administrative Corp. 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 Carpenters Southwest Administrative Corp. 401(k).