Plan Snapshot
- Plan Sponsor: Southwest Sales, INC.
- Sponsor EIN: 752863336
- Sponsor Address: 910 FREEPORT PKWY #140, COPPELL, TX, 750194794
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $52.9M
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 | 57 | $52.9M | $917,084 | $692,686 |
| 2023 | 62 | $45.7M | $918,910 | $661,281 |
| 2022 | 52 | $42.0M | $1.2M | $597,250 |