What public Form 5500 filings show about the Western Equipment, LLC 401(k) plan — and how to find and check your own account.
Western Equipment, LLC (EIN 30-0134973) reports WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $52.4M in plan assets across 706 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 Equipment, LLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Western Equipment, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MICHEAL T WARE, UMR, MATRIX TRUST, MARSH & MCLENNAN AGENCY, NAVIGATE RETIREMENT SOLUTIONS.
