What public Form 5500 filings show about the West Tree Service, Inc. 401(k) plan — and how to find and check your own account.
West Tree Service, Inc. (EIN 27-0061167) reports WEST TREE SERVICE, INC 401(K) PLAN on its most recent Form 5500, with $764K in plan assets across 348 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 West Tree Service, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your West Tree Service, Inc. 401(k).
