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

Other service providers3

Prospecting the plans that use Southwest Wealth Strategies?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Lee Manor The Lee Manor 401(k) Plan · all filings	NAPERVILLE, IL	Other service providers	267	$3.1M	$9K	$0
The Lee Manor The Lee Manor 401(k) Plan · all filings	NAPERVILLE, IL	Other service providers	199	$2.9M	$8K	$0
The Lee Manor The Lee Manor 401(k) Plan · all filings	NAPERVILLE, IL	Other service providers	189	$2.6M	$8K	$0