Assessments Of The Southwest, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Assessments Of The Southwest, INC.
  • Sponsor EIN: 742146134
  • Sponsor Address: PO BOX 1368, FRIENDSWOOD, TX, 775491368
  • Plan Type: DC
  • Total Participants: 26
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202526$3.1M$290,939$0
202426$3.1M$290,939$0
202321$2.6M$230,786$0
202219$2.3M$226,058$0

Similar Plans