# Southwest Power Pool, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwest-power-pool-inc-401k-plan

> Southwest Power Pool, INC.'s 401(k) plan: 823 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [LANDMARK, PLC](https://planprovider.pro/provider/landmark-cpas) — 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|—|—|—|

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