What public Form 5500 filings show about the Credit Union West 401(k) plan — and how to find and check your own account.
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.
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, EXCALIBUR FINANCIAL GROUP, PENSION BENEFIT GUARANTY CORPORATIO, UMR.
