What public Form 5500 filings show about the Swift, Currie, McGhee & Hiers 401(k) plan — and how to find and check your own account.
Swift, Currie, McGhee & Hiers (EIN 58-0955936) reports SWIFT, CURRIE, MCGHEE & HIERS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $96.1M in plan assets across 347 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 Swift, Currie, McGhee & Hiers 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Swift, Currie, McGhee & Hiers 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SMITH AND HOWARD PC, HILB GROUP OF NE, HB WEALTH MANAGEMENT, DISCIPLINED EQUITY, CAPFINANCIAL PARTNERS, CHARLES SCHWAB & CO.
