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: $11.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 388 | $11.7M | $0 | $2.1M |
| 2023 | 358 | $9.7M | $25,323 | $1.7M |
| 2022 | 318 | $8.1M | $180 | $1.5M |
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 | $50,312 | — | $50,312 |
| NATIONWIDE | RECORDKEEPER | $29,185 | — | $29,185 |
| PROSPERA FINANCIAL SERVICES | BROKER DEALER | — | $27,498 | $27,498 |
| CECILCO | ADMINISTRATOR | $10,455 | $10,781 | $21,236 |
| 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: $128,231
- Estimated Expense Ratio: 1.100% 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 | $60,526 | $50,312 | $9,665 | — | — |
| 2023 | $52,592 | — | $52,592 | — | — |
| 2022 | $52,488 | $41,687 | $10,801 | — | — |