Plan Snapshot
- Plan Sponsor: Southwest Airlines Pilots Association
- Sponsor EIN: 751711418
- Sponsor Address: 5221 N O'CONNOR BLVD STE 500, IRVING, TX, 75039
- Plan Type: 401(k)
- Plan Number: 510
- Total Participants: 10,543
- Total Assets: $11.9M
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. |
|---|---|---|---|---|
| 2024 | 10,543 | $11.9M | $0 | $607,492 |
| 2023 | 9,778 | $13.3M | $0 | $1.7M |
| 2022 | 8,933 | $16.1M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| RESOLUTE HEALTH CARE ADVISORS | Other Service Provider | $240,350 | — | $240,350 |
| SUN LIFE ASSURANCE COMPANY OF CANAD | Insurance Carrier | $93,613 | — | $93,613 |
| WEAVER AND TIDWELL, LLP | Auditor | $30,711 | — | $30,711 |
| CALLAN ASSOCIATES | Investment Advisor | $14,334 | — | $14,334 |
| SYMPHONY | Insurance Carrier | $10,993 | — | $10,993 |
| VANGUARD FIDUCIARY TRUST COMPANY | Custodian / Trustee | $5,740 | — | $5,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUN LIFE ASSURANCE COMPANY OF CANAD — Insurance Carrier
- WEAVER AND TIDWELL, LLP — Auditor
- VANGUARD FIDUCIARY TRUST COMPANY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $395,741
- Estimated Expense Ratio: 3.329% of plan assets
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 | $468,041 | $14,334 | $368,231 | $30,711 | — |
| 2023 | $370,216 | $22,567 | $319,199 | $14,008 | — |
| 2022 | $264,094 | — | — | — | $264,094 |