What public Form 5500 filings show about the SWBC Professional Employer Services V, LLC 401(k) plan — and how to find and check your own account.
SWBC Professional Employer Services V, LLC (EIN 27-3708085) reports SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN on its most recent Form 5500, with $201.2M in plan assets across 11,989 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 SWBC Professional Employer Services V, LLC filing — schedules, fees, and providers.
SWBC Professional Employer Services V, 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 SWBC Professional Employer Services V, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIARY PARTNERS INV CONSULTING, SLAVIC INTEGRATED ADMINISTRATION, FIDUCIARY PARTNERS RETIREMENT GROUP, SLAVIC MUTUAL FUND MANAGEMENT.
