How big is Southwest Equity Partners Inc.'s plan?

Southwest Equity Partners Inc.'s plan reported $500K in assets and 64 participants for 2025.

Original filing (PDF)20260501221200NAL0001685985057

Southwest Equity Partners Inc.

Name: Southwest Equity Partners Inc. — Southwest Equity, Form 5500 (2025)
Creator: Southwest Equity Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Equity Partners 401(k) Plan

401(k) retirement plan · Southwest Equity Partners Inc.'s Southwest Equity Partners 401(k) Plan held $500K in plan assets for 64 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

Plan identifiers

Southwest Equity Partners Inc.'s EIN is 20-4241160.

EIN 20-4241160

Plan number 002

Plan year 2025

ACK ID 20260501221200NAL0001685985057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southwest Equity Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southwest Equity Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score