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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FIRST WESTERN FINANCIAL, INC. 401(k) Plan

What public Form 5500 filings show about the FIRST WESTERN FINANCIAL, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$33.9M
Participants
310
Plans on file
1

The FIRST WESTERN FINANCIAL, INC. 401(k) on its latest Form 5500

FIRST WESTERN FINANCIAL, INC. (EIN 37-1442266) reports FIRST WESTERN 401(K) PLAN on its most recent Form 5500, with $33.9M in plan assets across 310 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 FINANCIAL, INC. filing — schedules, fees, and providers.

Who runs the FIRST WESTERN FINANCIAL, INC. 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 FIRST WESTERN FINANCIAL, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST WESTERN FINANCIAL, MORNINGSTAR INVESTMENT MANAGEMENT L.

How to check your FIRST WESTERN FINANCIAL, INC. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask FIRST WESTERN FINANCIAL, 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).
More on this employer: FIRST WESTERN FINANCIAL, INC. — all Form 5500 filings (EIN 37-1442266) · Colorado employer EIN lookup · Form 5500 search
FIRST WESTERN FINANCIAL, INC. 401(k) Plan — Form 5500