# Southwestern Financial Corporation DC Plan
Source: https://planprovider.pro/companies/southwestern-financial-corporation-plan

> Southwestern Financial Corporation's DC plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwestern Financial Corporation

- **Sponsor EIN:** 860224638

- **Sponsor Address:** 2625 W GERONIMO PLACE, CHANDLER, AZ, 85224

- **Plan Type:** DC

- **Total Participants:** 182

- **Total Assets:** $80.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|182|$80.3M|$1.3M|$0|

| 2023|168|$85.7M|$1.1M|$0|

| 2022|148|$81.3M|$1.0M|$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|

| BOULAY PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOULAY PLLP](https://planprovider.pro/provider/boulay-pllp) — Auditor

## 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|$685|—|—|—|—|

| 2023|$1,226|—|—|—|—|

| 2022|$1,201|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwestern-financial-corporation-plan)

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