SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC 401(k) Plan
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.
The SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC 401(k) on its latest Form 5500
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.
Who runs the SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC 401(k)?
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 MUTUAL FUND MANAGEMENT, FIDUCIARY PARTNERS RETIREMENT GROUP, SLAVIC INTEGRATED ADMINISTRATION.
How to check your SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SWBC PROFESSIONAL EMPLOYER SERVICES V, 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).