WESTDALE ASSET MANAGEMENT, LTD 401(k) Plan
What public Form 5500 filings show about the WESTDALE ASSET MANAGEMENT, LTD 401(k) plan — and how to find and check your own account.
The WESTDALE ASSET MANAGEMENT, LTD 401(k) on its latest Form 5500
WESTDALE ASSET MANAGEMENT, LTD (EIN 75-2680425) reports WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN on its most recent Form 5500, with $28.8M in plan assets across 795 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 WESTDALE ASSET MANAGEMENT, LTD filing — schedules, fees, and providers.
Who runs the WESTDALE ASSET MANAGEMENT, LTD 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 WESTDALE ASSET MANAGEMENT, LTD 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VISIONPOINT ADVISORY GROUP.
How to check your WESTDALE ASSET MANAGEMENT, LTD 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask WESTDALE ASSET MANAGEMENT, LTD 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).