What public Form 5500 filings show about the Southwest Wine and Spirits LLC 401(k) plan — and how to find and check your own account.
Southwest Wine and Spirits LLC (EIN 46-2218226) reports WALLY'S WINE 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 855 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 Wine and Spirits LLC filing — schedules, fees, and providers.
Southwest Wine and Spirits LLC’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 Wine and Spirits LLCHR for the recordkeeper’s name and login.
