Plan Snapshot
- Plan Sponsor: Capital Southwest Corporation
- Sponsor EIN: 751072796
- Sponsor Address: 8333 DOUGLAS AVENUE, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 33 | $9.1M | $249,373 | $444,373 |
| 2023 | 27 | $7.2M | $219,997 | $405,152 |
| 2022 | 25 | $5.3M | $201,213 | $352,424 |