# Southwest Energy Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/southwest-energy-management-llc-401k-plan

> Southwest Energy Management, LLC's 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Energy Management, LLC

- **Sponsor EIN:** 263253459

- **Sponsor Address:** 2040 W GARDNER LANE, TUCSON, AZ, 857052208

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

- **Total Participants:** 302

- **Total Assets:** $94.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|302|$94.5M|$6.1M|$2.2M|

| 2023|279|$81.2M|$4.8M|$1.8M|

| 2022|229|$70.4M|$4.2M|$1.6M|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGHT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLTHOUSE CARLIN & VAN TRIGHT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-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|$48,175|—|—|—|—|

| 2023|$44,150|—|—|—|—|

| 2022|$3,050|—|—|—|—|

## Similar Plans

- [Bhp Minerals Service Company](https://planprovider.pro/companies/bhp-minerals-service-company-401k-plan) — 214 participants

- [Arizona Sonoran Copper Company Usa INC.](https://planprovider.pro/companies/arizona-sonoran-copper-company-usa-inc-401k-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-energy-management-llc-401k-plan)

© 2026 PlanProvider.Pro