How big is Southwest Business Improvement District's plan?

Southwest Business Improvement District's plan reported $1.3M in assets and 24 participants for 2024.

Original filing (PDF)20251010072332NAL0012056624001

Southwest Business Improvement District

Name: Southwest Business Improvement District — Form 5500 Plan 001 (2024)
Creator: Southwest Business Improvement District
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Business Improvement District Retirement Plan

401(k) retirement plan · Southwest Business Improvement District's Southwest Business Improvement District Retirement Plan held $1.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

CHAD Carroll signed Southwest Business Improvement District's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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 Business Improvement District's EIN is 46-2590581.

EIN 46-2590581

Plan number 001

Plan year 2024

ACK ID 20251010072332NAL0012056624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Business Improvement District'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 SOUTHWEST BUSINESS IMPROVEMENT DISTRICT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SOUTHWEST BUSINESS IMPROVEMENT DISTRICT

EIN

all filings

Address

420 4TH STREET SW · WASHINGTON, DC · 20024

Phone

(202) 875-0901

Industry

Other Services (ex. Public Admin)

Plan administrator