What public Form 5500 filings show about the Western Consolidated Co-OP 401(k) plan — and how to find and check your own account.
Western Consolidated Co-OP (EIN 41-1451849) reports THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES on its most recent Form 5500, with $16.9M in plan assets across 65 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 Western Consolidated Co-OP 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 Western Consolidated Co-OP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, WELLINGTON TRUST CO NA, DST ASSET MANAGER SOLUTIONS, MASSACHUSETTS FINANCIAL SERVICES CO.
