# Southwest Airlines Co. DC Plan
Source: https://planprovider.pro/companies/southwest-airlines-co-plan-001

> Southwest Airlines Co.'s DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Southwest Airlines Co.

- **Sponsor EIN:** 741563240

- **Sponsor Address:** 2702 LOVE FIELD DRIVE, HDQ-6TX, DALLAS, TX, 75235

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|0|$0|$0|$0|

| 2023|79,787|$5.8B|$84.3M|$0|

| 2022|71,460|$5.3B|$98.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$2,221,572|—|$2,221,572|

| STATE STREET GLOBAL ADVISORS|INVESTMENT ADVISOR|$187,500|—|$187,500|

| NEPC, LLC|INVESTMENT ADVISOR|$67,500|—|$67,500|

| CBIZ CPAS P.C.|AUDITOR|$54,600|—|$54,600|

| QDRO CONSULTANTS COMPANY, LLC|CONSULTING|$39,300|—|$39,300|

| CHARLES SCHWAB & CO., INC.|BROKER|$14,474|—|$14,474|

| MHM RETIREMENT PLAN SOLUTIONS LLC|NONE|$10,970|—|$10,970|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — INVESTMENT ADVISOR

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — BROKER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,595,916

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$752,937|$87,298|—|$14,400|—|

| 2023|$1,292,471|$100,987|$33,750|$27,300|—|

| 2022|$469,465|$170,000|—|—|$37,988|

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