# Southwest Wine And Spirits LLC 401(k) Plan
Source: https://planprovider.pro/companies/southwest-wine-and-spirits-llc-401k-plan

> Southwest Wine And Spirits LLC's 401(k) plan: 855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwest Wine And Spirits LLC

- **Sponsor EIN:** 462218226

- **Sponsor Address:** 10459 JEFFERSON BLVD., CULVER CITY, CA, 90232

- **Plan Type:** 401(k)

- **Total Participants:** 855

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|855|$2.0M|$24,380|$125,376|

| 2023|845|$1.7M|$19,779|$97,061|

| 2022|302|$1.4M|$20,350|$85,645|

## 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|

| HARPER & HARPER|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$39,514|—|$6,435|—|—|

| 2023|$129,633|—|$9,765|—|—|

| 2022|$9,805|—|—|—|—|

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