Plan Snapshot
- Plan Sponsor: Southern Wealth Management
- Sponsor EIN: 202316955
- Sponsor Address: 1826 N. LOOP 1604 W, STE 260, SAN ANTONIO, TX, 78248
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2023 | 0 | $0 | $136,414 | $295,939 |
| 2022 | 67 | $12.2M | $330,844 | $661,945 |