What public Form 5500 filings show about the Southwest Service Administrators, I 401(k) plan — and how to find and check your own account.
Southwest Service Administrators, I (EIN 86-0785790) reports SOUTHWEST SERVICE ADMINISTRATORS, INC. 401(K) PLAN on its most recent Form 5500, with $11.1M in plan assets across 244 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 Service Administrators, I 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southwest Service Administrators, I 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRUCO SECURITIES, LPL ENTERPRISE, NATIONWIDE RETIREMENT PLANS, NATIONWIDE INSURANCE.
