PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHWEST SECURITY, INC.
Sponsor portfolioTH

SOUTHWEST SECURITY, INC.

EIN 64-0639663-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$15.7M assets
Welfare
0
Participants
246
P. O. BOX 670, 75 MELROSE-MONTEBELLO PARKWAY - NATCHEZ, MS 391210670601-445-7019
Plans on this EIN
2 filings
#002401k-$10.0M - 123 part#001ESOP-$5.8M - 123 part

Retirement portfolio analytics

2 plans aggregated / $15.7M assets / 246 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • SECURITY, INC. 401(K) (#002)63%
  • EMPLOYEE STOCK OWNERSHIP (#001)37%
Total $15.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY63%
  • (Not disclosed)37%
Total $15.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SECURITY, INC. 401(K) (#002)123
  • EMPLOYEE STOCK OWNERSHIP (#001)123
Total 246Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWEST SECURITY, INC. 401(K) PLAN

401k

Assets$10.0M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWEST SECURITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST SECURITY, INC. 401(K) PLAN401k$10.0M1232024
001SOUTHWEST SECURITY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M1232024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica