SOUTHWEST EP CLINIC, P.C. 401(k) Plan
What public Form 5500 filings show about the SOUTHWEST EP CLINIC, P.C. 401(k) plan — and how to find and check your own account.
The SOUTHWEST EP CLINIC, P.C. 401(k) on its latest Form 5500
SOUTHWEST EP CLINIC, P.C. (EIN 27-1051899) reports SOUTHWEST EP CLINIC, P.C. RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $757K in plan assets across 3 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 SOUTHWEST EP CLINIC, P.C. filing — schedules, fees, and providers.
Who runs the SOUTHWEST EP CLINIC, P.C. 401(k)?
SOUTHWEST EP CLINIC, P.C.’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 SOUTHWEST EP CLINIC, P.C.HR for the recordkeeper’s name and login.
How to check your SOUTHWEST EP CLINIC, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SOUTHWEST EP CLINIC, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
