WEST YOST & ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the WEST YOST & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The WEST YOST & ASSOCIATES, INC. 401(k) on its latest Form 5500
WEST YOST & ASSOCIATES, INC. (EIN 68-0370826) reports WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $51.2M in plan assets across 227 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 YOST & ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the WEST YOST & ASSOCIATES, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WEST YOST & ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, CAP FINANCIAL PARTNERS.
How to check your WEST YOST & ASSOCIATES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask WEST YOST & ASSOCIATES, 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).