CREDIT UNION WEST 401(k) Plan
What public Form 5500 filings show about the CREDIT UNION WEST 401(k) plan — and how to find and check your own account.
The CREDIT UNION WEST 401(k) on its latest Form 5500
CREDIT UNION WEST (EIN 86-0108241) reports CREDIT UNION WEST 401(K) PLAN on its most recent Form 5500, with $22.9M in plan assets across 221 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 CREDIT UNION WEST filing — schedules, fees, and providers.
Who runs the CREDIT UNION WEST 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CREDIT UNION WEST 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, PENSION BENEFIT GUARANTY CORPORATIO, UMR, EXCALIBUR FINANCIAL GROUP.
How to check your CREDIT UNION WEST 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask CREDIT UNION WEST 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).