First Western Bancshares, Inc. 401(k) Plan
What public Form 5500 filings show about the First Western Bancshares, Inc. 401(k) plan — and how to find and check your own account.
The First Western Bancshares, Inc. 401(k) on its latest Form 5500
First Western Bancshares, Inc. (EIN 71-0605306) reports FIRST WESTERN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN on its most recent Form 5500, with $18.6M in plan assets across 120 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 First Western Bancshares, Inc. filing — schedules, fees, and providers.
Who runs the First Western Bancshares, Inc. 401(k)?
First Western Bancshares, 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 First Western Bancshares, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS LLP, STERN BROTHERS VALUATION ADVISORS.
How to check your First Western Bancshares, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask First Western Bancshares, 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).