Plan Snapshot
- Plan Sponsor: Southwest Power Pool, INC.
- Sponsor EIN: 710748158
- Sponsor Address: 201 WORTHEN DRIVE, LITTLE ROCK, AR, 722234936
- Plan Type: 401(k)
- Total Participants: 823
- Total Assets: $224.5M
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 | 823 | $224.5M | $4.7M | $8.8M |
| 2023 | 741 | $193.5M | $4.2M | $8.0M |
| 2022 | 662 | $157.5M | $3.8M | $7.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $103,726 | — | $103,726 |
| FIRST SECURITY BANK | INVESTMENT ADVISORY | $35,000 | — | $35,000 |
| LANDMARK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- LANDMARK, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,726
- Estimated Expense Ratio: 0.062% 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 | $138,726 | $35,000 | — | — | — |
| 2023 | $136,014 | $35,000 | — | — | — |
| 2022 | $161,512 | $65,000 | — | — | — |