What public Form 5500 filings show about the United Workers Retirement Plan, Inc. 401(k) plan — and how to find and check your own account.
United Workers Retirement Plan, Inc. (EIN 87-3318230) reports RETIREMENT4CONTRACTORS POOLED EMPLOYER PLAN on its most recent Form 5500, with $17.6M in plan assets across 3,377 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 United Workers Retirement Plan, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Workers Retirement Plan, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED WORKERS RETIREMENT, CHEK TAN AND, MGKS, CHARLES SCHWAB & CO, RETIREMENT PLAN ADVISORS.
