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Original filing (PDF)20250930092302NAL0005410659001
SOUTHWEST RESEARCH INSTITUTE
Form 5500
FILING_RECEIVED
SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,229
Accounts w/ balance
6,060
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST RESEARCH INSTITUTE.
Plan sponsor
Name
SOUTHWEST RESEARCH INSTITUTE
EIN
74-1070544
Address
6220 CULEBRA ROAD · SAN ANTONIO, TX · 78238
Phone
(210) 522-2299
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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $22K | — |
Investments
53 direct securities · 1 pooled fund· $1.7B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.6B
53 holdings
Pooled Separate Account
$56.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive Annuity | — | — | — | $331.1M | 19.5% | |
| CREF Stock R3 | — | — | — | $200.6M | 11.8% | |
| CREF Growth R3 | — | — | — | $114.8M | 6.8% | |
| TIAA-CREF S&P 500 Index-Institutional | — | — | — | $79.4M | 4.7% | |
| CREF Global Equities R3 | — | — | — | $76.3M | 4.5% | |
| TIAA Traditional Benefit Responsive Annuity | — | — | — | $60.9M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $56.3M | 3.3% | |
| TIAA-CREF Large-Cap Value-Institutional | — | — | — | $54.9M | 3.2% | |
| TIAA-CREF International Equity Index-Institutional | — | — | — | $54.4M | 3.2% | |
| TIAA-CREF Equity Index-Institutional | — | — | — | $52.9M | 3.1% | |
| TIAA-CREF Small-Cap Equity-Institutional | — | — | — | $46.5M | 2.7% | |
| TIAA-CREF Bond Index-Institutional | — | — | — | $42.3M | 2.5% | |
| TIAA-CREF Lifecycle Idx. 2040-Institutional | — | — | — | $38.2M | 2.2% | |
| TIAA-CREF Growth and Income-Institutional | — | — | — | $33.5M | 2.0% | |
| TIAA-CREF Social Choice Equity-Institutional | — | — | — | $31.2M | 1.8% | |
| CREF Social Choice R3 | — | — | — | $30.5M | 1.8% | |
| CREF Core Bond R3 | — | — | — | $28.1M | 1.7% | |
| CREF Equity Index R3 | — | — | — | $27.8M | 1.6% | |
| TIAA-CREF Lifecycle Idx. 2050-Institutional | — | — | — | $26.6M | 1.6% | |
| TIAA-CREF Lifecycle Idx. 2035-Institutional | — | — | — | $25.5M | 1.5% | |
| TIAA-CREF Emerging Market Equity Index-Institutional | — | — | — | $23.8M | 1.4% | |
| TIAA-CREF Mid Cap Value-Institutional | — | — | — | $21.2M | 1.2% | |
| TIAA-CREF Inflation Linked Bond-Institutional | — | — | — | $21.1M | 1.2% | |
| TIAA-CREF Real Estate Securities-Institutional | — | — | — | $21.1M | 1.2% | |
| TIAA-CREF Lifecycle Idx. 2045-Institutional | — | — | — | $19.5M | 1.1% | |
| TIAA-CREF Lifecycle Idx. 2030-Institutional | — | — | — | $17.3M | 1.0% | |
| TIAA-CREF Lifecycle Idx. 2025-Institutional | — | — | — | $16.5M | 1.0% | |
| TIAA-CREF Lifecycle Idx. 2055-Institutional | — | — | — | $16.3M | 1.0% | |
| TIAA-CREF Money Market-Institutional | — | — | — | $15.5M | 0.9% | |
| CREF Money Market R3 | — | — | — | $12.7M | 0.7% | |
| TIAA-CREF Mid-Cap Growth-Institutional | — | — | — | $10.8M | 0.6% | |
| Vanguard Mid-Cap Value Index Administrative | — | — | — | $8.3M | 0.5% | |
| TIAA-CREF Lifecycle Idx. 2020-Institutional | — | — | — | $8.1M | 0.5% | |
| TIAA-CREF International Equity-Institutional | — | — | — | $7.4M | 0.4% | |
| TIAA-CREF Lifecycle Idx. 2060-Institutional | — | — | — | $7.2M | 0.4% | |
| Vanguard Mid-Cap Growth Index Administrative | — | — | — | $6.3M | 0.4% | |
| TIAA-CREF Lifecycle 2055-Institutional | — | — | — | $5.3M | 0.3% | |
| TIAA-CREF Lifecycle 2050-Institutional | — | — | — | $4.5M | 0.3% | |
| TIAA-CREF Lifecycle 2045-Institutional | — | — | — | $4.0M | 0.2% | |
| TIAA-CREF Lifecycle 2035-Institutional | — | — | — | $3.7M | 0.2% | |
| TIAA-CREF Lifecycle 2040-Institutional | — | — | — | $3.6M | 0.2% | |
| TIAA-CREF Lifecycle 2025-Institutional | — | — | — | $3.5M | 0.2% | |
| TIAA-CREF Lifecycle 2030-Institutional | — | — | — | $3.4M | 0.2% | |
| Participant notes receivable | — | — | — | $3.2M | 0.2% | |
| TIAA-CREF Lifecycle Retirement Income-Institutional | — | — | — | $3.2M | 0.2% | |
| CREF Inflation-Linked Bond R3 | — | — | — | $2.9M | 0.2% | |
| TIAA-CREF Lifecycle 2065-Institutional | — | — | — | $2.8M | 0.2% | |
| TIAA-CREF Lifecycle Idx. 2015-Institutional | — | — | — | $2.5M | 0.1% | |
| TIAA-CREF Lifecycle Idx. 2010-Institutional | — | — | — | $2.0M | 0.1% | |
| TIAA-CREF Lifecycle Idx. Retirement Income-Institutional | — | — | — | $643K | <0.1% | |
| TIAA-CREF Lifecycle 2020-Institutional | — | — | — | $557K | <0.1% | |
| TIAA-CREF Lifecycle 2015-Institutional | — | — | — | $162K | <0.1% | |
| TIAA-CREF Lifecycle Idx. 2065-Institutional | — | — | — | $105K | <0.1% | |
| TIAA-CREF Lifecycle 2010-Institutional | — | — | — | $37K | <0.1% |