Swbc 401(k) Plan
Sponsored by Southwest Business Corporation · EIN 751553739 · Plan #002
- Total assets
- $275M
- Net assets
- $275M
- Active participants
- 2,025
- With balances
- 2,624
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $266,978 |
| Rsmus Llp | Accounting, Direct payment from the plan | $29,400 |