Sfe Intermediate Holdco 401(k) plan

Sfe Intermediate Holdco, LLC., Scottsdale, AZ. EIN 82-2192226. Annual reports 2018–2024. Also filed as Sfe Intermediate Holdco, LLC.

Sfe Intermediate Holdco, LLC. has one active retirement plan on file, the Southwest Foodservice Excellence 401(k) Plan, with 10,239 participants and $12.5 million in assets in 2024. Ascensus has been its recordkeeper since 2018. No traditional pension plan appears in Sfe Intermediate Holdco's filings since 2018.

Active plans: 1
Participants: 10,239
Plan assets: $12.5 million
401(k) recordkeeper: Ascensus
Plans on file: 1
Industry: Hotels and restaurants

The plan

Southwest Foodservice Excellence 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 82-2192226
Participants (2024): 10,239
Net assets (2024): $12.5 million
Recordkeeper: Ascensus2018–2024
Plan administrator: Sfe Intermediate Holdco, LLC.
9366 E Raintree DR, Suite 101
Scottsdale, AZ 85260
(480) 551-6550As filed for 2024
In effect since: May 1, 2018

Earlier plan names: Southwest Foodservice Excellence 401K Plan.

Year by year, 2018 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,239	$12.5 million	Ascensus
2023	9,547	$10.5 million	Ascensus
2022	7,156	$7.5 million	Ascensus
2021	6,163	$6.6 million	Ascensus
2020	5,560	$4.2 million	Ascensus
2019	5,160	$2.5 million	Ascensus
2018	2,839	$925,250	Ascensus

If you had money in one of these plans

Call Ascensus (ascensus.com), which runs the Southwest Foodservice Excellence 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((480) 551-6550). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Southwest Foodservice Excellence 401(k) Plan

If you had money in one of these plans

What these numbers are

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