CUSTOM WOOD PRODUCTS, INC. 401(k) Plan
What public Form 5500 filings show about the CUSTOM WOOD PRODUCTS, INC. 401(k) plan — and how to find and check your own account.
The CUSTOM WOOD PRODUCTS, INC. 401(k) on its latest Form 5500
CUSTOM WOOD PRODUCTS, INC. (EIN 48-0917576) reports CUSTOM WOOD PRODUCTS, INC. PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $17.0M in plan assets across 275 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 CUSTOM WOOD PRODUCTS, INC. filing — schedules, fees, and providers.
Who runs the CUSTOM WOOD PRODUCTS, INC. 401(k)?
CUSTOM WOOD PRODUCTS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CUSTOM WOOD PRODUCTS, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KEATING FINANCIAL ADVISORY SERVICES, KEATING & ASSOCIATES.
How to check your CUSTOM WOOD PRODUCTS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CUSTOM WOOD PRODUCTS, INC. 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).