What public Form 5500 filings show about the TADY Development Partners DBA Southwest Funding 401(k) plan — and how to find and check your own account.
TADY Development Partners DBA Southwest Funding (EIN 20-4438798) reports TADY DEVELOPMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.2M in plan assets across 344 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 TADY Development Partners DBA Southwest Funding filing — schedules, fees, and providers.
TADY Development Partners DBA Southwest Funding’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 TADY Development Partners DBA Southwest FundingHR for the recordkeeper’s name and login.
