Plan Snapshot
- Plan Sponsor: Southwestern Motor Transport, INC.
- Sponsor EIN: 740914840
- Sponsor Address: 4600 GOLDFIELD, SAN ANTONIO, TX, 782184601
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $9.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $9.9M | $346,773 | $989,774 |
| 2023 | 335 | $8.7M | $352,115 | $975,323 |
| 2022 | 357 | $7.8M | $340,621 | $936,220 |
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 |
|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $17,966 | $17,966 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $17,561 | — | $17,561 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,527
- Estimated Expense Ratio: 0.360% 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 | $17,561 | — | $17,561 | — | — |
| 2023 | $16,065 | — | $16,065 | — | — |
| 2022 | $16,802 | — | $16,802 | — | — |