Plan Snapshot
- Plan Sponsor: Southwestern College
- Sponsor EIN: 480543715
- Sponsor Address: 100 COLLEGE STREET, WINFIELD, KS, 671562499
- Plan Type: 403(b)
- Total Participants: 193
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $27.7M | $13,786 | $289,331 |
| 2023 | 197 | $26.0M | $52,130 | $277,143 |
| 2022 | 266 | $26.1M | $329,819 | $406,159 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE | 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 | $32,960 | — | $32,960 | — | — |
| 2023 | $12,343 | — | $12,343 | — | — |
| 2022 | $11,417 | — | $11,417 | — | — |