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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SOUTHWESTERN FINANCIAL CORPORATION 401(k) Plan

What public Form 5500 filings show about the SOUTHWESTERN FINANCIAL CORPORATION 401(k) plan — and how to find and check your own account.

Plan assets
$24.7M
Participants
236
Plans on file
1

The SOUTHWESTERN FINANCIAL CORPORATION 401(k) on its latest Form 5500

SOUTHWESTERN FINANCIAL CORPORATION (EIN 86-0224638) reports THE MAHONEY GROUP 401(K) PLAN AND TRUST on its most recent Form 5500, with $24.7M in plan assets across 236 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 SOUTHWESTERN FINANCIAL CORPORATION filing — schedules, fees, and providers.

Who runs the SOUTHWESTERN FINANCIAL CORPORATION 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHWESTERN FINANCIAL CORPORATION 401(k).

How to check your SOUTHWESTERN FINANCIAL CORPORATION 401(k)

  • Log in to Empower’s participant portal (the site on your statements).
  • Ask SOUTHWESTERN FINANCIAL CORPORATION 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).
More on this employer: SOUTHWESTERN FINANCIAL CORPORATION — all Form 5500 filings (EIN 86-0224638) · Arizona employer EIN lookup · Form 5500 search
SOUTHWESTERN FINANCIAL CORPORATION 401(k) Plan — Form 5500