How big is Southwestern PTS' plan?

Southwestern PTS' plan reported $650K in assets and 9 participants for 2024.

Original filing (PDF)20250630120851NAL0006283699006

Southwestern PTS

Name: Southwestern PTS — Southwestern PTS Retirement Trust, Form 5500 (2024)
Creator: Southwestern PTS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwestern PTS Retirement Trust

401(k) retirement plan · Southwestern PTS' Southwestern PTS Retirement Trust held $650K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

Plan identifiers

Southwestern PTS' EIN is 20-3568799.

EIN 20-3568799

Plan number 001

Plan year 2024

ACK ID 20250630120851NAL0006283699006

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwestern PTS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwestern PTS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWESTERN PTS.

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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