Original filing (PDF)20250828115541NAL0017949568001

SOUTHWEST STRATEGIES, LLC

Name: SOUTHWEST STRATEGIES, LLC — SOUTHWEST STRATEGIES, LLC 401(K) PS PLAN, Form 5500 (2024)
Creator: SOUTHWEST STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST STRATEGIES, LLC 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 STRATEGIES, LLC.

Plan sponsor

Name

SOUTHWEST STRATEGIES, LLC

EIN

33-0900047

Address

12770 EL CAMINO REAL, · SUITE 100 · SAN DIEGO, CA · 92130

Phone

(858) 541-7800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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