What public Form 5500 filings show about the SWFL RE Consulting, LLC 401(k) plan — and how to find and check your own account.
SWFL RE Consulting, LLC (EIN 87-2276632) reports M. RONALD LIPMAN, LLC 401K PLAN on its most recent Form 5500, with $727K in plan assets across 1 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 SWFL RE Consulting, LLC filing — schedules, fees, and providers.
SWFL RE Consulting, 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 SWFL RE Consulting, LLCHR for the recordkeeper’s name and login.
