Plan Snapshot
- Plan Sponsor: Southwest Research Institute
- Sponsor EIN: 741070544
- Sponsor Address: 6220 CULEBRA ROAD, SAN ANTONIO, TX, 78238
- Plan Type: 403(b)
- Total Participants: 3,229
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 3,229 | $1.7B | $28.3M | $25.5M |
| 2023 | 3,107 | $1.5B | $26.0M | $23.8M |
| 2022 | 2,831 | $1.4B | $23.2M | $21.5M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $22,045 | — | $595 | — | — |
| 2023 | $17,904 | — | $504 | — | — |
| 2022 | $917 | — | — | — | — |