# Southwest Hazard Control 401(k) Plan
Source: https://planprovider.pro/companies/southwest-hazard-control-401k-plan

> Southwest Hazard Control's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Hazard Control

- **Sponsor EIN:** 860464764

- **Sponsor Address:** 1953 W. GRANT ROAD, TUCSON, AZ, 85745

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

- **Total Participants:** 120

- **Total Assets:** $4.3M

## 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|120|$4.3M|$141,695|$213,657|

| 2023|103|$3.6M|$121,426|$203,334|

| 2022|88|$3.3M|$92,969|$180,839|

| 2020|103|$3.2M|$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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|—|$7,506|$7,506|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,358|—|$5,358|

| ROBERTS GROUP CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ROBERTS GROUP CPAS](https://planprovider.pro/provider/roberts-group-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,864

- **Estimated Expense Ratio:** 0.302% 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|$5,358|—|—|—|—|

| 2023|$4,000|—|—|—|—|

| 2022|$4,837|—|—|—|—|

| 2020|$3,675|—|—|—|—|

## Similar Plans

- [Santa Rita Landscaping, LLC](https://planprovider.pro/companies/santa-rita-landscaping-llc-401k-plan) — 114 participants

- [Banda Group International, LLC](https://planprovider.pro/companies/banda-group-international-llc-401k-plan) — 110 participants

- [Sdb, INC.](https://planprovider.pro/companies/sdb-inc-401k-plan) — 102 participants

- [Service Direct Landscape LLC](https://planprovider.pro/companies/service-direct-landscape-llc-401k-plan) — 139 participants

- [A.R. Mays Construction, INC.](https://planprovider.pro/companies/a-r-mays-construction-inc-plan-002) — 98 participants

- [Johnson Manley](https://planprovider.pro/companies/johnson-manley-plan) — 89 participants

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

© 2026 PlanProvider.Pro