# Southwest Transplant Alliance DC Plan
Source: https://planprovider.pro/companies/southwest-transplant-alliance-plan-001

> Southwest Transplant Alliance's DC plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/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|—|—|

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