# Sw General, INC., Dba Southwest Ambulance DB Plan
Source: https://planprovider.pro/companies/sw-general-inc-dba-southwest-ambulance-plan

> Sw General, INC., Dba Southwest Ambulance's DB plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sw General, INC., Dba Southwest Ambulance

- **Sponsor EIN:** 860434455

- **Sponsor Address:** 6501 S FIDDLERS GREEN CIR STE 100, GREENWOOD VILLAGE, CO, 80111

- **Plan Type:** DB

- **Total Participants:** 184

- **Total Assets:** $24.1M

## 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|184|$24.1M|$1.6M|$0|

| 2023|226|$23.4M|$0|$0|

| 2022|272|$25.1M|$0|$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|

| BAKER TILLY US, LLP|Auditor|$24,700|—|$24,700|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,700

- **Estimated Expense Ratio:** 0.102% 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|$506,917|—|$153,721|$24,700|—|

| 2023|$702,349|$14,602|$134,730|$39,621|—|

| 2022|$665,624|$18,782|$130,685|—|$35,957|

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