What public Form 5500 filings show about the Southwest Texas Equipment Distributors, Inc. 401(k) plan — and how to find and check your own account.
Southwest Texas Equipment Distributors, Inc. (EIN 74-2584530) reports SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $19.6M in plan assets across 249 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 Texas Equipment Distributors, Inc. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southwest Texas Equipment Distributors, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARCADO ASSET MANAGEMENT, 1900 WEALTH MANAGEMENT.
