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Original filing (PDF)20250409174106NAL0011097875001
TRUSTEES - SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUN
Form 5500
FILING_RECEIVED
SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUND
Defined-contribution retirement plan
Signals · 2
~175 bps in Sched C feesNo recordkeeper disclosed
Active participants
820
Accounts w/ balance
813
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 175 bps in Schedule C fees — 236% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES - SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUN.
Plan sponsor
Name
TRUSTEES - SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUN
EIN
27-1555556
Address
2001 VETERANS MEMORIAL BLVD · STE 201 · KENNER, LA · 70062
Phone
(337) 474-2298
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBEIN URANN SPENCER ET AL | 72-0999672 | — | NONE | $39K | — |
| NEEDLES & ASSOCIATES, LLC. | 51-0435869 | — | NONE | $24K | — |
| THE STANDARD | 93-0242990 | — | NONE | $20K | — |
Investments
1 pooled fund· $4.6M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | $4.6M | 96.2% |