Original filing (PDF)20250514140532NAL0019175777001

SOUTHWEST RESEARCH AND INFORMATION CENTER

Name: SOUTHWEST RESEARCH AND INFORMATION CENTER — SOUTHWEST RESEARCH AND INFORMATION CENTER PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: SOUTHWEST RESEARCH AND INFORMATION CENTER

Form 5500-SF

FILING_RECEIVED

SOUTHWEST RESEARCH AND INFORMATION CENTER PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST RESEARCH AND INFORMATION CENTER.

Plan sponsor

Name

SOUTHWEST RESEARCH AND INFORMATION CENTER

EIN

23-7159949

Address

PO BOX 4524 · ALBUQUERQUE, NM · 871964524

Phone

(505) 262-1862

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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