SWISHER FINANCIAL CONCEPTS, INC. 401(k) Plan
What public Form 5500 filings show about the SWISHER FINANCIAL CONCEPTS, INC. 401(k) plan — and how to find and check your own account.
The SWISHER FINANCIAL CONCEPTS, INC. 401(k) on its latest Form 5500
SWISHER FINANCIAL CONCEPTS, INC. (EIN 81-0556507) reports SWISHER FINANCIAL CONCEPTS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $622K in plan assets across 8 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 SWISHER FINANCIAL CONCEPTS, INC. filing — schedules, fees, and providers.
Who runs the SWISHER FINANCIAL CONCEPTS, INC. 401(k)?
SWISHER FINANCIAL CONCEPTS, INC.’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 SWISHER FINANCIAL CONCEPTS, INC.HR for the recordkeeper’s name and login.
How to check your SWISHER FINANCIAL CONCEPTS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SWISHER FINANCIAL CONCEPTS, INC. 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).