Plan Snapshot
- Plan Sponsor: Southwestern Healthcare, INC.
- Sponsor EIN: 261503650
- Sponsor Address: 415 MULBERRY ST, EVANSVILLE, IN, 477131230
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 398 | $23.1M | $657,003 | $1.3M |
| 2023 | 360 | $21.1M | $644,714 | $1.3M |
| 2022 | 361 | $18.1M | $642,555 | $1.2M |
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 |
|---|---|---|---|---|
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO, LLC — 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 | $112,020 | — | $112,020 | — | — |
| 2023 | $95,579 | — | $95,579 | — | — |
| 2022 | $101,414 | — | $101,414 | — | — |