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Original filing (PDF)20251107094845NAL0000505777001
SOUTHWEST KEY PROGRAMS, INC.
Form 5500
FILING_RECEIVED
SOUTHWEST KEY PROGRAMS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,899
Accounts w/ balance
10,452
Plan assets (EOY)
$277.1M
Net assets (EOY)
$277.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 265% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST KEY PROGRAMS, INC..
Plan sponsor
Name
SOUTHWEST KEY PROGRAMS, INC.
EIN
74-2481167
Address
6002 JAIN LANE · AUSTIN, TX · 78721
Phone
(469) 531-8363
Industry
Health Care & Social Assistancesee 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
2025-11-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $1.0M | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $400 | — |
Investments
21 direct securities · 3 pooled funds· $277.1M(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
$272.2M
21 holdings
Common Collective Trust
$4.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual fund - | — | — | — | $47.7M | 17.2% | |
| Vanguard Target Retirement 2055 Fund Mutual fund - | — | — | — | $40.4M | 14.6% | |
| Vanguard Target Retirement 2045 Fund Mutual fund - | — | — | — | $29.3M | 10.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund - | — | — | — | $25.5M | 9.2% | |
| Vanguard Target Retirement 2035 Fund Mutual fund - | — | — | — | $25.1M | 9.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund - | — | — | — | $23.2M | 8.4% | |
| Vanguard Target Retirement 2025 Fund Mutual fund - | — | — | — | $20.2M | 7.3% | |
| Varying maturity dates and interest rates ranging * Notes receivable from participants from 4.25% - 9.50% - | — | — | — | $19.4M | 7.0% | |
| Vanguard Target Retirement 2020 Fund Mutual fund - | — | — | — | $11.6M | 4.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund - | — | — | — | $10.4M | 3.7% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual fund - | — | — | — | $5.3M | 1.9% | |
| Vanguard Target Retirement Income Mutual fund - | — | — | — | $4.3M | 1.5% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD INVESTMENTS · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $3.1M | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund - | — | — | — | $3.0M | 1.1% | |
| TRP Blue Chip Growth Fund, Retail Class Mutual fund - | — | — | — | $3.0M | 1.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund - | — | — | — | $1.1M | 0.4% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $956K | 0.3% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $874K | 0.3% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund; I Class Mutual fund - | — | — | — | $863K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund - | — | — | — | $616K | 0.2% | |
| Vanguard Federal Money Market Fund Money market fund - | — | — | — | $526K | 0.2% | |
| PGIM Total Return Bond Fund; Class R6 Mutual fund - | — | — | — | $430K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual fund - | — | — | — | $265K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund - | — | — | — | $100K | <0.1% |
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