SUNWEST BANK 401(k) Plan
What public Form 5500 filings show about the SUNWEST BANK 401(k) plan — and how to find and check your own account.
The SUNWEST BANK 401(k) on its latest Form 5500
SUNWEST BANK (EIN 95-2630202) reports SUNWEST BANK 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $22.9M in plan assets across 273 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 SUNWEST BANK filing — schedules, fees, and providers.
Who runs the SUNWEST BANK 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 SUNWEST BANK 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 SUNWEST BANK 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask SUNWEST BANK 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).