Plan Snapshot
- Plan Sponsor: Southwest Behavioral Health Services, INC.
- Sponsor EIN: 860290033
- Sponsor Address: 3450 N 3RD STREET, PHOENIX, AZ, 850122331
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,255
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,255 | $23.1M | $679,624 | $2.2M |
| 2022 | 1,275 | $17.6M | $628,068 | $2.0M |