# Southwest Research Institute 401(k) Plan
Source: https://planprovider.pro/companies/southwest-research-institute-741070544-502

> Southwest Research Institute's 401(k) plan: 3,188 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Southwest Research Institute

- **Sponsor EIN:** 741070544

- **Sponsor Address:** 6220 CULEBRA ROAD, SAN ANTONIO, TX, 78238

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 3,188

- **Total Assets:** $5.4M

## 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.|

| 2025|3,188|$5.4M|$0|$0|

| 2024|3,170|$4.6M|$25.4M|$13.9M|

| 2023|3,036|$4.4M|$21.9M|$13.1M|

| 2022|2,843|$4.3M|$21.1M|$12.2M|

## 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|

| FROST NATIONAL BANK|Custodian / Trustee|$19,183|—|$19,183|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,183

- **Estimated Expense Ratio:** 0.355% 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|

| 2025|$44,052,546|—|—|—|—|

| 2024|$18,372|—|—|—|—|

| 2023|$17,713|—|—|—|—|

| 2022|$15,681|—|—|—|—|

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