Original filing (PDF)20250212070145NAL0010721027001

SOUTHWEST CENTER FOR DEVELOPMENTALLY DISABLED

Name: SOUTHWEST CENTER FOR DEVELOPMENTALLY DISABLED — SOUTHWEST CENTER 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHWEST CENTER FOR DEVELOPMENTALLY DISABLED

Form 5500-SF

FILING_RECEIVED

SOUTHWEST CENTER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 CENTER FOR DEVELOPMENTALLY DISABLED.

Plan sponsor

Name

SOUTHWEST CENTER FOR DEVELOPMENTALLY DISABLED

EIN

61-1016175

Address

8009 TERRY RD. · LOUISVILLE, KY · 40258

Phone

(502) 935-1848

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

2025-02-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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