What public Form 5500 filings show about the Western Holding Group, Inc. 401(k) plan — and how to find and check your own account.
Western Holding Group, Inc. (EIN 47-5472672) reports WESTERN HOLDING GROUP, INC. PROFIT SHARING & 401(K) PLAN on its most recent Form 5500, with $48.1M in plan assets across 639 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 Holding Group, 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Western Holding Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RUBINBROWN LLP, MATRIX TRUST.
