SOUTHWEST WEALTH STRATEGIES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

655

Total plan assets

$8.7M

Filings (rows)

Direct comp

$25K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE LEE MANOR THE LEE MANOR 401(K) PLAN	NAPERVILLE, IL	Other RETAINED BY CLIENT	267	$3.1M	$9K
THE LEE MANOR THE LEE MANOR 401(K) PLAN	NAPERVILLE, IL	Other RETAINED BY CLIENT	199	$2.9M	$8K
THE LEE MANOR THE LEE MANOR 401(K) PLAN	NAPERVILLE, IL