What public Form 5500 filings show about the SWA Group 401(k) plan — and how to find and check your own account.
SWA Group (EIN 94-1483448) reports SWA GROUP PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $89.0M in plan assets across 215 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 SWA Group 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SWA Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
