The Washington Trust Company, of Westerly 401(k) Plan

The The Washington Trust Company, of Westerly 401(k) on its latest Form 5500

The Washington Trust Company, of Westerly (EIN 05-0235370) reports THE WASHINGTON TRUST COMPANY 401(K) PLAN on its most recent Form 5500, with $143.0M in plan assets across 641 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 The Washington Trust Company, of Westerly filing — schedules, fees, and providers.

Who runs the The Washington Trust Company, of Westerly 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 The Washington Trust Company, of Westerly 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CITRIN COOPERMAN & LLP, STRATEGIC ADVISORS, GOODWIN PROCTER LLP, WILLIS TOWERS WATSON US.

How to check your The Washington Trust Company, of Westerly 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask The Washington Trust Company, of Westerly 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).