What public Form 5500 filings show about the Willamette Valley Forklift LLC 401(k) plan — and how to find and check your own account.
Willamette Valley Forklift LLC (EIN 27-1542569) reports WILLAMETTE VALLEY FORKLIFT 401K PLAN on its most recent Form 5500, with $355K in plan assets across 5 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 Willamette Valley Forklift LLC filing — schedules, fees, and providers.
Willamette Valley Forklift LLC’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 Willamette Valley Forklift LLCHR for the recordkeeper’s name and login.
