What public Form 5500 filings show about the Fillmore West Investment Trust 401(k) plan — and how to find and check your own account.
Fillmore West Investment Trust (EIN 32-6234101) reports BLUE WING OLIVE 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 164 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 Fillmore West Investment Trust filing — schedules, fees, and providers.
Fillmore West Investment Trust’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 Fillmore West Investment TrustHR for the recordkeeper’s name and login.
