How big is Aallgroup Southwest's plan?

Aallgroup Southwest's plan reported $1.9M in assets and 204 participants for 2024.

Original filing (PDF)20250415133528NAL0001444163001

Aallgroup Southwest

Name: Aallgroup Southwest — Aallgroup Southwest 401(k), Form 5500 (2024)
Creator: Aallgroup Southwest
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aallgroup Southwest 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Aallgroup Southwest's Aallgroup Southwest 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 204 participants in 2024.

Signals · 1

No auditor on file

Active participants

204

Accounts w/ balance

108

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Theresa Dotts signed Aallgroup Southwest's 2024 Form 5500 as plan administrator.

Theresa Dotts — 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

Aallgroup Southwest's EIN is 27-1975985.

EIN 27-1975985

Plan number 001

Plan year 2024

ACK ID 20250415133528NAL0001444163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aallgroup Southwest's 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 AALLGROUP SOUTHWEST.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score