# Southwest Business Corporation 401(k) Plan
Source: https://planprovider.pro/companies/southwest-business-corporation-751553739-501

> Southwest Business Corporation's 401(k) plan: 1,791 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 AVENUE, SAN ANTONIO, TX, 78216

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

- **Plan Number:** 501

- **Total Participants:** 1,791

- **Total Assets:** $0

## 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|1,791|$0|$0|$0|

| 2023|1,701|$0|$0|$0|

| 2022|2,092|$0|$0|$0|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$1,003,881|—|$1,003,881|

| MATRIX ABSENCE MANAGEMENT, INC|Other Service Provider|$19,055|—|$19,055|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,022,936

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Integrity Marketing Group](https://planprovider.pro/companies/integrity-marketing-group-813098308-501) — 5,891 participants

- [Integrity, LLC](https://planprovider.pro/companies/integrity-marketing-group-401k-plan) — 5,449 participants

- [Marsh And Mclennan Agency LLC](https://planprovider.pro/companies/marsh-and-mclennan-agency-llc-263237576-510) — 4,083 participants

- [Higginbotham Insurance Agency, INC.](https://planprovider.pro/companies/paul-c-higginbotham-company-dba-higginbotham-associates-inc-401k-plan) — 3,647 participants

- [Higginbotham Insurance Agency](https://planprovider.pro/companies/higginbotham-insurance-agency-260879999-501) — 3,067 participants

- [Southwest Business Corporation](https://planprovider.pro/companies/southwest-business-corporation-401k-plan) — 2,025 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-business-corporation-751553739-501)

© 2026 PlanProvider.Pro