Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $17.9M assets / 288 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHWEST SECURITY, INC. 401(K) PLAN | 401(k) | $11.2M | 146 | 2025 |
| #001 | SOUTHWEST SECURITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.7M | 142 | 2025 |