# Southwest Airlines Pilots Association 401(k) Plan
Source: https://planprovider.pro/companies/southwest-airlines-pilots-association-751711418-510

> Southwest Airlines Pilots Association's 401(k) plan: 10,543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — Insurance Carrier

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [VANGUARD FIDUCIARY TRUST COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-airlines-pilots-association-751711418-510)

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