SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k) Plan
What public Form 5500 filings show about the SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k) plan — and how to find and check your own account.
The SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k) on its latest Form 5500
SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES (EIN 52-2321476) reports CASCADE FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $11.6M in plan assets across 278 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 STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES filing — schedules, fees, and providers.
Who runs the SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES 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).