SUN WEST MORTGAGE COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the SUN WEST MORTGAGE COMPANY, INC. 401(k) plan — and how to find and check your own account.
The SUN WEST MORTGAGE COMPANY, INC. 401(k) on its latest Form 5500
SUN WEST MORTGAGE COMPANY, INC. (EIN 95-3523796) reports SUN WEST MORTGAGE CO., 401(K) PLAN on its most recent Form 5500, with $16.2M in plan assets across 271 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 SUN WEST MORTGAGE COMPANY, INC. filing — schedules, fees, and providers.
Who runs the SUN WEST MORTGAGE COMPANY, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SUN WEST MORTGAGE COMPANY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BALDWIN GROUP WEALTH ADVISORS.
How to check your SUN WEST MORTGAGE COMPANY, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SUN WEST MORTGAGE COMPANY, 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).