OpenERISA

Southwestern Investment Advisory Services DBA Southwestern Investment

Franklin, TN, 37037

EIN 47-1471217
Plans
2
Total participants
1,311
Filing years
2024, 2023, 2022, 2021
NAICS
523110
Plan sponsors in TennesseeFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Sagespring Wealth Partners 401(K) Profit Sharing Plan169
2024Form 5500501Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan172
2023Form 5500001Sagespring Wealth Partners 401(K) Profit Sharing Plan168
2023Form 5500501Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan174
2022Form 5500001Southwestern Investment Group 401(K) Profit Sharing Plan158
2022Form 5500501Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan166
2021Form 5500001Southwestern Investment Group 401(K) Profit Sharing Plan152
2021Form 5500501Southwestern Investment Advisory Services DBA Southwestern Investment Group Employee Benefits Plan152

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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