Plan Snapshot
- Plan Sponsor: Southwest Traders, INC (EIN 330191583)
- Plan Type: 401(k)
- Total Participants: 404
- Total Assets: $12.8M
- Sponsor State: CA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 404 | $12.8M | $1.2M | $1.8M |
| 2023 | 402 | $10.3M | $959,933 | $1.5M |
| 2022 | 373 | $7.8M | $264,799 | $1.1M |
Service Providers
- DUFFY KRUSPODIN LLP — Auditor
- ADP, INC. — RECORD KEEPER ($81,547)
- LPL FINANCIAL CORPORATION RPCP — INVESTMENT/FINANCIAL ADVI ($44,530)