What public Form 5500 filings show about the Southwest Florida Community FO 401(k) plan — and how to find and check your own account.
Southwest Florida Community FO (EIN 59-6580974) reports SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC. on its most recent Form 5500, with $1.4M in plan assets across 35 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 Florida Community FO filing — schedules, fees, and providers.
Southwest Florida Community FO’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 Florida Community FOHR for the recordkeeper’s name and login.
