What public Form 5500 filings show about the Westfalia Technologies, Inc. 401(k) plan — and how to find and check your own account.
Westfalia Technologies, Inc. (EIN 23-2678132) reports WESTFALIA TECHNOLOGIES, INC. SAVINGS PLAN on its most recent Form 5500, with $16.3M in plan assets across 197 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 Westfalia Technologies, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Westfalia Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, SMITH ELLIOTT KEARNS &, MML INVESTORS SERVICES, WILSHIRE ADVISORS.
