Southwestern University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southwestern University (EIN 741233796)
  • Plan Type: 403(b)
  • Total Participants: 461
  • Total Assets: $117.0M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024461$117.0M$1.8M$1.7M
2023537$111.0M$1.7M$1.7M
2022414$102.8M$1.7M$1.6M

Service Providers

  • CHERRY BEKAERT LLP — Accountant / Independent Qualified Public Accountant ($15,435)

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