Plan Snapshot
- Plan Sponsor: Southwest Range Services LLC
- Sponsor EIN: 812275475
- Sponsor Address: PO BOX 99, WSMR, NM, 88002
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $30.4M
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 | 245 | $30.4M | $227,437 | $2.1M |
| 2023 | 252 | $27.9M | $227,357 | $1.8M |
| 2022 | 292 | $21.8M | $263,366 | $2.1M |
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 |
|---|---|---|---|---|
| PULAKOS CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,460 | $34,927 | $63,533 | — | — |
| 2023 | $86,311 | $28,435 | $57,876 | — | — |
| 2022 | $80,974 | $28,697 | $52,277 | — | — |