What public Form 5500 filings show about the Westfield Bank 401(k) plan — and how to find and check your own account.
Westfield Bank (EIN 04-3305700) reports 401(K) PLAN AS ADOPTED BY WESTFIELD BANK on its most recent Form 5500, with $48.1M in plan assets across 328 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 Westfield Bank 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 Westfield Bank 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, USI ADVISORS.
