Plan Snapshot
- Plan Sponsor: Southwest Power Pool, INC.
- Sponsor EIN: 710748158
- Sponsor Address: 201 WORTHEN DRIVE, LITTLE ROCK, AR, 722234936
- Plan Type: DB
- Total Participants: 829
- Total Assets: $159.8M
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 | 829 | $159.8M | $7.4M | $0 |
| 2023 | 747 | $132.1M | $6.9M | $0 |
| 2022 | 660 | $109.2M | $5.4M | $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 |
|---|---|---|---|---|
| STEPHENS, INC. | NONE | $330,642 | — | $330,642 |
| LANDMARK PLC, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $330,642
- Estimated Expense Ratio: 0.207% 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 | $330,642 | $330,642 | — | — | — |
| 2023 | $276,358 | $276,358 | — | — | — |
| 2022 | $276,725 | $276,725 | — | — | — |