How big is Southwest Risk Management LLC's plan?

Southwest Risk Management LLC's plan reported $1.1M in assets and 24 participants for 2024.

Original filing (PDF)20250924120424NAL0007523825001

Southwest Risk Management LLC

Name: Southwest Risk Management LLC — Southwest Risk, Form 5500 (2024)
Creator: Southwest Risk Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Risk Management LLC 401(k) Plan

401(k) retirement plan · Southwest Risk Management LLC's Southwest Risk Management LLC 401(k) Plan held $1.1M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Vanderford signed Southwest Risk Management LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwest Risk Management LLC's EIN is 01-0778573.

EIN 01-0778573

Plan number 001

Plan year 2024

ACK ID 20250924120424NAL0007523825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Risk Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Risk Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST RISK MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SOUTHWEST RISK MANAGEMENT LLC

EIN

all filings

Address

4801 E MCKELLIPS ROAD · MESA, AZ · 852152527

Phone

(480) 924-1200

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator