What public Form 5500 filings show about the West YOST & Associates, Inc. 401(k) plan — and how to find and check your own account.
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.
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): CAP FINANCIAL PARTNERS, CAPFINANCIAL PARTNERS.
