Southwestern/great American, Inc. 401(k) Plan: Login, Facts & Contact Information
Southwestern/great American, Inc. 401(k) Login
223 former Southwestern/great American, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southwestern/great American, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.27 million went into the plan in contributions, $388,658 of it from the employer (17%).
- $9.07 million was paid out to participants.
- Investment and other income added $3.42 million.
- Administrative expenses were $96,601, about $213 per account.
How the Southwestern/great American, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,193 | $62.0 million | $0 | $12.2 million |
| 2020 | 896 | $57.7 million | $0 | $13.6 million |
| 2021 | 751 | $48.2 million | — | $9.89 million |
| 2022 | 605 | $37.6 million | $712,358 | $7.31 million |
| 2023 | 562 | $41.3 million | $743,997 | $3.25 million |
| 2024 | 541 | $37.8 million | $388,658 | $9.07 million |
Southwestern/great American, Inc. 401(k) Contact Information
Questions about the Southwestern/great American, Inc. 401(k)
Does Southwestern/great American, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $388,658 in employer contributions for plan year 2024.
Does the Southwestern/great American, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Southwestern/great American, Inc 401(k) plan?
541 participants at the start of plan year 2024, 253 of them active employees, and 223 former employees who still had money in the plan.
What is the average 401(k) balance at Southwestern/great American, Inc?
About $83,522 per account: $37.8 million in plan assets across 453 accounts with a balance at the end of plan year 2024.
Who manages the Southwestern/great American, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southwestern/great American, Inc. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.