Plan Snapshot
- Plan Sponsor: Southwest Dealer Services, INC.
- Sponsor EIN: 330453377
- Sponsor Address: 8659 RESEARCH DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 382
- Total Assets: $22.9M
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 | 382 | $22.9M | $353,787 | $1.7M |
| 2023 | 362 | $21.7M | $307,516 | $1.6M |
| 2022 | 327 | $17.9M | $261,802 | $1.4M |
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 |
|---|---|---|---|---|
| BONADIO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, LLP — Auditor
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 | $143,130 | $57,062 | $86,068 | — | — |
| 2023 | $120,909 | $47,665 | $73,244 | — | — |
| 2022 | $111,540 | $44,691 | $66,849 | — | — |