What public Form 5500 filings show about the Southwest Equity Partners Inc. 401(k) plan — and how to find and check your own account.
Southwest Equity Partners Inc. (EIN 20-4241160) reports SOUTHWEST EQUITY PARTNERS 401(K) PLAN on its most recent Form 5500, with $500K in plan assets across 64 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 Equity Partners Inc. filing — schedules, fees, and providers.
Southwest Equity Partners Inc.’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 Equity Partners Inc.HR for the recordkeeper’s name and login.
