What public Form 5500 filings show about the Southwest Heart, P.C. 401(k) plan — and how to find and check your own account.
Southwest Heart, P.C. (EIN 20-2605363) reports SOUTHWEST HEART, P.C. 401(K) PLAN on its most recent Form 5500, with $656K in plan assets across 19 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 Heart, P.C. filing — schedules, fees, and providers.
Southwest Heart, 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 Heart, P.C.HR for the recordkeeper’s name and login.
