Plan Snapshot
- Plan Sponsor: Southwest Transplant Alliance
- Sponsor EIN: 751469319
- Sponsor Address: 8190 MANDERVILLE LANE, DALLAS, TX, 75231
- Plan Type: DC
- Total Participants: 388
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 388 | $16.8M | $2.7M | $0 |
| 2023 | 352 | $14.3M | $2.1M | $0 |
| 2022 | 318 | $11.6M | $1.8M | $0 |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISORY | $62,952 | — | $62,952 |
| NATIONWIDE | RECORDKEEPER | $35,894 | — | $35,894 |
| PROSPERA FINANCIAL SERVICES, INC. | BROKER DEALER | $34,038 | — | $34,038 |
| CECILCO | ADMINISTRATOR | $3,630 | $13,490 | $17,120 |
| ROBERT CECIL, JR | ADVISOR | — | $6,483 | $6,483 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY
- NATIONWIDE — RECORDKEEPER
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,487
- Estimated Expense Ratio: 0.934% 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 | $66,352 | $62,952 | $3,400 | — | — |
| 2023 | $58,305 | $54,090 | $3,715 | — | — |
| 2022 | $58,314 | $53,622 | $4,692 | — | — |