# Southwest Transplant Alliance DC Plan
Source: https://planprovider.pro/companies/southwest-transplant-alliance-plan-003

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — 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:** $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|—|—|

## Similar Plans

- [Southwest Transplant Alliance](https://planprovider.pro/companies/southwest-transplant-alliance-plan-001) — 388 participants

- [Catholic Charities Diocese Of Fort Worth Incorporated](https://planprovider.pro/companies/catholic-charities-diocese-of-fort-worth-incorporated-403b-plan) — 393 participants

- [Moody Gardens, INC.](https://planprovider.pro/companies/moody-gardens-inc-401k-plan) — 374 participants

- [The Susan G. Komen Breast Cancer Foundation, INC.](https://planprovider.pro/companies/the-susan-g-komen-breast-cancer-foundation-inc-403b-plan) — 408 participants

- [Su Clinica Familiar, INC.](https://planprovider.pro/companies/su-clinica-familiar-inc-plan) — 357 participants

- [Heart Of Texas Goodwill Industries INC.](https://planprovider.pro/companies/heart-of-texas-goodwill-industries-inc-403b-plan) — 444 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwest-transplant-alliance-plan-003)

© 2026 PlanProvider.Pro