What public Form 5500 filings show about the Rio Benefits Group, LLC DBA Sunwest Actuarial Services, LLC 401(k) plan — and how to find and check your own account.
Rio Benefits Group, LLC DBA Sunwest Actuarial Services, LLC (EIN 82-1591673) reports SAS 401K PROFIT SHARING PLAN on its most recent Form 5500, with $637K 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 Rio Benefits Group, LLC DBA Sunwest Actuarial Services, LLC filing — schedules, fees, and providers.
Rio Benefits Group, LLC DBA Sunwest Actuarial Services, 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 Rio Benefits Group, LLC DBA Sunwest Actuarial Services, LLCHR for the recordkeeper’s name and login.
