Original filing (PDF)20250626140535NAL0021586706001

SOUTHWESTERN MEDICAL FOUNDATION

Name: SOUTHWESTERN MEDICAL FOUNDATION — SWMF RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SOUTHWESTERN MEDICAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

SWMF RETIREMENT SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 MEDICAL FOUNDATION.

Plan sponsor

Name

SOUTHWESTERN MEDICAL FOUNDATION

EIN

75-0945939

Address

3889 MAPLE AVENUE · PARKLAND HALL, SUITE 100 · DALLAS, TX · 75219

Phone

(214) 451-0208

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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