What public Form 5500 filings show about the Western Heritage Limited Partn 401(k) plan — and how to find and check your own account.
Western Heritage Limited Partn (EIN 93-0900430) reports WESTERN HERITAGE LIMITED PARTN 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $141K in plan assets across 35 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 Heritage Limited Partn filing — schedules, fees, and providers.
Western Heritage Limited Partn’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Western Heritage Limited PartnHR for the recordkeeper’s name and login.
