Plan Snapshot
- Plan Sponsor: Southwest Beverage Co. INC.
- Sponsor EIN: 720568095
- Sponsor Address: 3860 BROAD STREET, LAKE CHARLES, LA, 70615
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $87,340 | $139,106 |
| 2023 | 182 | $15.7M | $397,731 | $506,896 |
| 2022 | 201 | $12.6M | $402,287 | $468,026 |
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 |
|---|---|---|---|---|
| LANGLEY WILLIAMS & CO., LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,363 | — | — | — | — |
| 2023 | $3,247 | — | — | — | — |
| 2022 | $3,122 | — | — | — | — |