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SOUTHWEST INITIATIVE FOUNDATION — SOUTHWEST INITIATIVE FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250710125613NAL0009185920001
SOUTHWEST INITIATIVE FOUNDATION
Form 5500-SF
FILING_RECEIVED
SOUTHWEST INITIATIVE FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
27
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHWEST INITIATIVE FOUNDATION
.
Find decision makers
Plan sponsor
Name
SOUTHWEST INITIATIVE FOUNDATION
EIN
41-1555592
Address
15 3RD AVENUE NW · HUTCHINSON, MN · 55350
Phone
(320) 587-4848
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
2025-07-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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INSTITUTE OF NAVIGATION
THE INSTITUTE OF NAVIGATION 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 6 participants
UNITED WAY OF COSTAL AND WESTERN CONNECTICUT, INC.
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