# Southwest Business Corporation 401(k) Plan
Source: https://planprovider.pro/companies/southwest-business-corporation-401k-plan

> Southwest Business Corporation's 401(k) plan: 2,025 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Business Corporation

- **Sponsor EIN:** 751553739

- **Sponsor Address:** 9311 SAN PEDRO AVE. STE. 600, SAN ANTONIO, TX, 78216

- **Plan Type:** 401(k)

- **Total Participants:** 2,025

- **Total Assets:** $275.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,025|$275.0M|$4.7M|$14.8M|

| 2023|2,210|$253.4M|$4.7M|$14.9M|

| 2022|2,329|$213.8M|$5.1M|$14.8M|

## 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|

| BDO USA LLP|Auditor|$29,400|—|$29,400|

### Verified Provider Profiles

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

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,400

- **Estimated Expense Ratio:** 0.011% 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|$296,378|—|$266,978|$29,400|—|

| 2023|$329,088|—|$276,682|$47,250|—|

| 2022|$279,954|—|$259,376|—|$20,578|

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