WESTERRA CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the WESTERRA CREDIT UNION 401(k) plan — and how to find and check your own account.
The WESTERRA CREDIT UNION 401(k) on its latest Form 5500
WESTERRA CREDIT UNION (EIN 84-0188017) reports WESTERRA CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $41.7M in plan assets across 284 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 WESTERRA CREDIT UNION filing — schedules, fees, and providers.
Who runs the WESTERRA CREDIT UNION 401(k)?
WESTERRA CREDIT UNION’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 WESTERRA CREDIT UNIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOARD OF TRUSTEES OF RETIREMENT PRO, CMFG LIFE INSURANCE.
How to check your WESTERRA CREDIT UNION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WESTERRA CREDIT UNION 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).