What public Form 5500 filings show about the Behavioral Systems Southwest, Inc. 401(k) plan — and how to find and check your own account.
Behavioral Systems Southwest, Inc. (EIN 95-3238991) reports BEHAVIORAL SYSTEMS SOUTHWEST, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $6.3M in plan assets across 167 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 Behavioral Systems Southwest, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Behavioral Systems Southwest, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL.
