Original filing (PDF)20260113135520NAL0020522882001

SOUTHWESTERN EDUCATIONAL SOCIETY

Name: SOUTHWESTERN EDUCATIONAL SOCIETY — SOUTHWESTERN EDUCATIONAL SOCIETY CASH & DEFERRED ARRANGEMENT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHWESTERN EDUCATIONAL SOCIETY

Form 5500-SF

FILING_RECEIVED

SOUTHWESTERN EDUCATIONAL SOCIETY CASH & DEFERRED ARRANGEMENT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 SOUTHWESTERN EDUCATIONAL SOCIETY.

Plan sponsor

Name

SOUTHWESTERN EDUCATIONAL SOCIETY

EIN

66-0320885

Address

PO BOX 40 · MAYAGUEZ, PR · 006810040

Phone

(787) 834-2150

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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