Southwestern Family Of Companies 401(k) And Profit Sharing Plan
Sponsored by Southwestern/Great American, Inc. · EIN 621147144 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 253
- With balances
- 453
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $92,497 |
| Pensionmark Financial Group, Llc | Investment advisory (plan), Other fees | $0 |