Original filing (PDF)20250713202725NAL0001298514001

SOUTHWEST HOUSTON RESEARCH, LTD.

Name: SOUTHWEST HOUSTON RESEARCH, LTD. — ASSOCIATIONS OF TEXAS MEP, Form 5500 (2024)
Creator: SOUTHWEST HOUSTON RESEARCH, LTD.

Form 5500-SF

FILING_RECEIVED

ASSOCIATIONS OF TEXAS MEP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$486K

Net assets (EOY)

$486K

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 average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOUTHWEST HOUSTON RESEARCH, LTD.

EIN

20-1780048

Address

C/O 316 FIDUCIARY · 10850 S. WILCREST DRIVE SUITE 170-A · HOUSTON, TX · 77099

Phone

(281) 598-2210

Industry

Professional & Technical Servicessee all

Plan administrator

Name

3(16) FIDUCIARY SERVICES CORPORATION

EIN

45-4813650

City

WOODSTOCK, GA

Phone

(561) 440-2139

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TOLLANIS SOLUTIONS INC

TOLLANIS SOLUTIONS INC 401(K) PLAN

$484K · 59 participants

TYPECASE MARKETING RESOURCE, INC.

TYPECASE MARKETING RESOURCE, INC. CASH BALANCE PLAN

$483K · 3 participants

LABSHARES NEWTON LLC

LABSHARES NEWTON LLC 401(K) PROFIT SHARING PLAN AND TRUST

$488K · 7 participants

LATTICON ANTIBODY THERAPEUTICS,

LATTICON ANTIBODY THERAPEUTICS, INC - 401K PLAN

$483K · 4 participants

SHUTTLE PHARMACEUTICALS INC

SHUTTLE PHARMACEUTICALS INC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.