Original filing (PDF)20250612164738NAL0014989491001

SOUTHWEST FINANCIAL FEDERAL CREDIT UNION

Name: SOUTHWEST FINANCIAL FEDERAL CREDIT UNION — SOUTHWEST FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHWEST FINANCIAL FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

SOUTHWEST FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST FINANCIAL FEDERAL CREDIT UNION.

Plan sponsor

Name

SOUTHWEST FINANCIAL FEDERAL CREDIT UNION

EIN

75-6022390

Address

1750 VALLEY VIEW LN, SUITE 110 · FARMERS BRANCH, TX · 75234

Phone

(214) 630-7111

Industry

Finance & Insurancesee all

Plan administrator