# Southwestern Motor Transport, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southwestern-motor-transport-inc-401k-plan

> Southwestern Motor Transport, INC.'s 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|—|—|

## Similar Plans

- [J.S. Helwig & Son, LLC](https://planprovider.pro/companies/j-s-helwig-son-llc-401k-plan) — 371 participants

- [Lifescience Logistics, LLC](https://planprovider.pro/companies/lifescience-logistics-llc-401k-plan) — 482 participants

- [Andrews Logistics Texas, L.P.](https://planprovider.pro/companies/andrews-logistics-texas-l-p-401k-plan) — 492 participants

- [Chalk Mountain Services Of Texas, LLC](https://planprovider.pro/companies/chalk-mountain-services-of-texas-llc-401k-plan) — 724 participants

- [Tntx, LLC](https://planprovider.pro/companies/tntx-llc-401k-plan) — 1,152 participants

- [Trimac Transportation INC.](https://planprovider.pro/companies/trimac-transportation-inc-401k-plan) — 1,225 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southwestern-motor-transport-inc-401k-plan)

© 2026 PlanProvider.Pro