# Sxsw LLC 401(k) Plan
Source: https://planprovider.pro/companies/sxsw-llc-401k-plan

> Sxsw LLC&#39;s 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sxsw LLC

- **Sponsor EIN:** 461604402

- **Sponsor Address:** 1400 LAVACA STREET SUITE 1100, AUSTIN, TX, 78701

- **Plan Type:** 401(k)

- **Total Participants:** 167

- **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|167|$23.1M|$417,084|$1.1M|

| 2023|180|$21.6M|$448,743|$1.1M|

| 2022|136|$20.1M|$329,831|$993,181|

## 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|

| PEGGY S. EDGE CPA, LLC|Auditor|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,000

- **Estimated Expense Ratio:** 0.035% 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|$96,750|$66,768|—|$8,000|—|

| 2023|$86,369|$58,772|—|$7,700|—|

| 2022|$81,052|—|$81,052|—|—|

## Similar Plans

- [Presbyterian School](https://planprovider.pro/companies/presbyterian-school-401k-plan) — 167 participants

- [South Texas College Of Law Houston](https://planprovider.pro/companies/south-texas-college-of-law-houston-plan-003) — 165 participants

- [St. Andrews Episcopal School](https://planprovider.pro/companies/st-andrews-episcopal-school-403b-plan) — 170 participants

- [Interplay Learning, INC.](https://planprovider.pro/companies/interplay-learning-inc-plan-001) — 164 participants

- [Aceable, INC.](https://planprovider.pro/companies/aceable-inc-401k-plan) — 161 participants

- [Hallmark University, INC.](https://planprovider.pro/companies/hallmark-university-inc-401k-plan) — 160 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sxsw-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
