What public Form 5500 filings show about the Sooner Southwest Bankshares, Inc. 401(k) plan — and how to find and check your own account.
Sooner Southwest Bankshares, Inc. (EIN 73-1492372) reports SOONER SOUTHWEST BANKSHARES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $11.9M in plan assets across 109 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 Sooner Southwest Bankshares, 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sooner Southwest Bankshares, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR, ERISA SERVICES MIDWEST, VOYA RETIREMENT INS & ANN CO.
