Southwest Financial Services, Ltd. 401(k) plans
2 retirement plans filed by Southwest Financial Services, Ltd. from 2009 to 2016: 2 moved their money into another plan.
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Its plans
Southwest Financial Services, Ltd. Savings and Investment Plan
401(k) · filed 2009 to 2016 · up to 140 people · employer ID 31-1449309, plan 002
In 2017, its money moved into the Solidifi Home Equity & Bpo Services 401(k) Plan.
Records then: Transamerica, per the 2016 report.
Southwest Financial Services, Ltd. Money Purchase Plan
Savings plan · filed 2009 to 2011 · up to 65 people · employer ID 31-1449309, plan 001
In 2011, its money moved into the Southwest Financial Services, Ltd. Savings and Investment Plan.
Questions
What happened to Southwest Financial Services, Ltd.'s older plans?
The Southwest Financial Services, Ltd. Savings and Investment Plan: In 2017, its money moved into the Solidifi Home Equity & Bpo Services 401(k) Plan. The Southwest Financial Services, Ltd. Money Purchase Plan: In 2011, its money moved into the Southwest Financial Services, Ltd. Savings and Investment Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Southwest Financial Services, Ltd. have?
Its filings show 401(k) plans, filed 2009 to 2016.
Sources: 11 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2016; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 31-1449309. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Southwest Financial Services, Ltd. or the government.