What public Form 5500 filings show about the Invest West Management LLC 401(k) plan — and how to find and check your own account.
Invest West Management LLC (EIN 20-4049836) reports INVEST WEST MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.1M in plan assets across 104 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 Invest West Management LLC filing — schedules, fees, and providers.
Invest West Management LLC’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 Invest West Management LLCHR for the recordkeeper’s name and login.
