Sponsor portfolio
SOUTHWEST INVESTMENT ADVISORS, INC.
EIN 86-1027388financial servicesLatest filing 2025
Plans
1
Retirement
1
$798K assets
Welfare
0
Participants
12
7594 N LA CHOLLA BLVD - TUCSON, AZ 85741520-544-2500southwestinvestmentadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST INVESTMENT ADVISORS 401(K) PLAN | 401k | $798K | 12 | 2025 |
Retirement plans