Southwest Traders, Inc. 401(k) Plan
Sponsored by Southwest Traders, Inc · EIN 330191583 · Plan #002
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 404
- 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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $81,547 |
| Lpl Financial Corporation Rpcp | Recordkeeping, Trustee (institutional), Other services | $44,530 |