# Assessments Of The Southwest, INC. DC Plan
Source: https://planprovider.pro/companies/assessments-of-the-southwest-inc-plan

> Assessments Of The Southwest, INC.'s DC plan: 26 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|26|$3.1M|$290,939|$0|

| 2024|26|$3.1M|$290,939|$0|

| 2023|21|$2.6M|$230,786|$0|

| 2022|19|$2.3M|$226,058|$0|

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