# Trustees - Southwest States Conference Defined Contribution Fun DC Plan
Source: https://planprovider.pro/companies/trustees-southwest-states-conference-defined-contribution-fun-plan

> Trustees - Southwest States Conference Defined Contribution Fun's DC plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Southwest States Conference Defined Contribution Fun

- **Sponsor EIN:** 271555556

- **Sponsor Address:** 2001 VETERANS MEMORIAL BLVD, KENNER, LA, 70062

- **Plan Type:** DC

- **Total Participants:** 820

- **Total Assets:** $4.8M

## 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|820|$4.8M|$0|$0|

| 2023|881|$4.3M|$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|

| NEEDLES & ASSOCIATES, LLC|Auditor|$23,857|—|$23,857|

### Verified Provider Profiles

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

- [NEEDLES & ASSOCIATES, LLC](https://planprovider.pro/provider/needles-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,857

- **Estimated Expense Ratio:** 0.502% 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|$132,750|—|$36,583|$23,857|—|

| 2023|$88,609|$23,640|$15,283|—|$34,771|

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