Plan Snapshot
- Plan Sponsor: Southwest Microwave, INC.
- Sponsor EIN: 860409425
- Sponsor Address: 9055 SOUTH MCKEMY STREET, TEMPE, AZ, 852842946
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $18.4M | $372,769 | $1.0M |
| 2023 | 128 | $17.3M | $352,030 | $989,841 |
| 2022 | 146 | $14.7M | $345,655 | $977,049 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | Auditor | $39,257 | — | $39,257 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,257
- Estimated Expense Ratio: 0.213% 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 | $85,360 | — | $46,103 | $39,257 | — |
| 2023 | $81,577 | — | $81,577 | — | — |
| 2022 | $86,820 | — | $86,820 | — | — |