Plan Snapshot
- Plan Sponsor: Southwest Network, INC.
- Sponsor EIN: 860966400
- Sponsor Address: 2700 NORTH CENTRAL AVENUE, STE 1050, PHOENIX, AZ, 85004
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 320
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 320 | $0 | $0 | $0 |
| 2023 | 340 | $0 | $0 | $0 |
| 2022 | 327 | $0 | $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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $100,960 | $2,165 | $103,125 |
| UMR, INC. - HEALTHSCOPE | Other Service Provider | $10,830 | $974 | $11,804 |
| CURALINC, LLC | Other Service Provider | $7,804 | — | $7,804 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,733
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |