# Southwest International Trucks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwest-international-trucks-inc-401k-plan

> Southwest International Trucks, INC.'s 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest International Trucks, INC.

- **Sponsor EIN:** 751830929

- **Sponsor Address:** 3722 IRVING BLVD., DALLAS, TX, 75247

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

- **Total Participants:** 366

- **Total Assets:** $20.0M

## 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|366|$20.0M|$0|$987,251|

| 2023|289|$19.8M|$300,000|$1.1M|

| 2022|282|$17.5M|$300,000|$1.1M|

## 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|

| REGIONS BANK|ADVISOR|$41,931|—|$41,931|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,315|—|$10,315|

| ASCENSUS LLC|RECORD KEEPER|$8,177|—|$8,177|

| FORVIS MAZARS, LLP|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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,423

- **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|$52,523|$7,089|—|—|—|

| 2023|$63,909|$40,268|$23,641|—|—|

| 2022|$72,761|$46,531|$26,230|—|—|

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

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