How big is Southwest Insurance Agents Alliance, LLC's plan?

Southwest Insurance Agents Alliance, LLC's plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20251001103635NAL0014111008001

Southwest Insurance Agents Alliance, LLC

Name: Southwest Insurance Agents Alliance, LLC — Form 5500 Plan 001 (2024)
Creator: Southwest Insurance Agents Alliance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Insurance Agents Alliance, LLC 401(k) Plan

401(k) retirement plan · Southwest Insurance Agents Alliance, LLC's Southwest Insurance Agents Alliance, LLC 401(k) Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Daniel Skinner signed Southwest Insurance Agents Alliance, LLC's 2024 Form 5500 as plan administrator.

Daniel Skinner — 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

Southwest Insurance Agents Alliance, LLC's EIN is 27-2310921.

EIN 27-2310921

Plan number 001

Plan year 2024

ACK ID 20251001103635NAL0014111008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Insurance Agents Alliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Insurance Agents Alliance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST INSURANCE AGENTS ALLIANCE, LLC.

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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