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

S.W. ANDERSON FINANCIAL, LLC 401(k) Plan

What public Form 5500 filings show about the S.W. ANDERSON FINANCIAL, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$80K
Participants
4
Plans on file
1

The S.W. ANDERSON FINANCIAL, LLC 401(k) on its latest Form 5500

S.W. ANDERSON FINANCIAL, LLC (EIN 92-2865034) reports S.W. ANDERSON FINANCIAL LLC 401(K) on its most recent Form 5500, with $80K in plan assets across 4 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 S.W. ANDERSON FINANCIAL, LLC filing — schedules, fees, and providers.

Who runs the S.W. ANDERSON FINANCIAL, LLC 401(k)?

S.W. ANDERSON FINANCIAL, 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 S.W. ANDERSON FINANCIAL, LLCHR for the recordkeeper’s name and login.

How to check your S.W. ANDERSON FINANCIAL, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask S.W. ANDERSON FINANCIAL, LLC 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: S.W. ANDERSON FINANCIAL, LLC — all Form 5500 filings (EIN 92-2865034) · Utah employer EIN lookup · Form 5500 search
S.W. ANDERSON FINANCIAL, LLC 401(k) Plan — Form 5500