WHITMORE WORSLEY, INC. 401(k) Plan
What public Form 5500 filings show about the WHITMORE WORSLEY, INC. 401(k) plan — and how to find and check your own account.
The WHITMORE WORSLEY, INC. 401(k) on its latest Form 5500
WHITMORE WORSLEY, INC. (EIN 11-1571994) reports WHITMORE WORSLEY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.3M in plan assets across 130 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 WHITMORE WORSLEY, INC. filing — schedules, fees, and providers.
Who runs the WHITMORE WORSLEY, INC. 401(k)?
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 WHITMORE WORSLEY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, WILSHIRE ADVISORS.
How to check your WHITMORE WORSLEY, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask WHITMORE WORSLEY, INC. 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).