What public Form 5500 filings show about the SFE Intermediate Holdco, LLC. 401(k) plan — and how to find and check your own account.
SFE Intermediate Holdco, LLC. (EIN 82-2192226) reports SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN on its most recent Form 5500, with $12.5M in plan assets across 8,163 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 SFE Intermediate Holdco, LLC. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SFE Intermediate Holdco, LLC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SHAREBUILDER ADVISOR.
