# Southwest Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/southwest-research-institute-403b-plan

> Southwest Research Institute's 403(b) plan: 3,229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|NONE|$22,045|—|$22,045|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,045

- **Estimated Expense Ratio:** 0.001% 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|$22,045|—|$595|—|—|

| 2023|$17,904|—|$504|—|—|

| 2022|$917|—|—|—|—|

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