Fillmore West Investment Trust 401(k) Plan: Login, Facts & Contact Information
Fillmore West Investment Trust 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Fillmore West Investment Trust 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.04 million went into the plan in contributions, $237,268 of it from the employer (23%).
- $372,358 was paid out to participants.
- Investment and other income added $509,905.
How the Fillmore West Investment Trust 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 147 | $1.08 million | — | $17,229 |
| 2020 | 145 | $1.45 million | $288 | $61,765 |
| 2021 | 138 | $1.91 million | — | $38,879 |
| 2022 | 167 | $2.27 million | $142,978 | $37,481 |
| 2023 | 150 | $3.59 million | $193,950 | $86,604 |
| 2024 | 175 | $4.73 million | $237,268 | $372,358 |
Fillmore West Investment Trust 401(k) Contact Information
Questions about the Fillmore West Investment Trust 401(k)
Does Fillmore West Investment Trust contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $237,268, 23% of all contributions.
Does the Fillmore West Investment Trust 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Fillmore West Investment Trust 401(k) plan?
175 participants at the start of plan year 2024, 164 of them active employees.
What is the average 401(k) balance at Fillmore West Investment Trust?
About $44,220 per account: $4.73 million in plan assets across 107 accounts with a balance at the end of plan year 2024.
Who manages the Fillmore West Investment Trust 401(k) accounts?
John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Fillmore West Investment Trust. How do I access my 401(k)?
Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.