National Association of Social Workers, Inc. 401(k) Plan

The National Association of Social Workers, Inc. 401(k) on its latest Form 5500

National Association of Social Workers, Inc. (EIN 13-5643515) reports N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN on its most recent Form 5500, with $22.3M in plan assets across 210 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 National Association of Social Workers, Inc. filing — schedules, fees, and providers.

Who runs the National Association of Social Workers, 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 National Association of Social Workers, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEW YORK LIFE SECURITIES, MORNINGSTAR INVESTMENT MANAGEMENT L.

How to check your National Association of Social Workers, Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask National Association of Social Workers, 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).