How big is Southwestern Medical Foundation's plan?

Southwestern Medical Foundation's plan reported $3.7M in assets and 13 participants for 2024.

Original filing (PDF)20250626140535NAL0021586706001

Southwestern Medical Foundation

Name: Southwestern Medical Foundation — SWMF Retirement, Form 5500 (2024)
Creator: Southwestern Medical Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWMF Retirement Savings Plan

403(b) retirement plan · Southwestern Medical Foundation's SWMF Retirement Savings Plan held $3.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Sarah Fletcher signed Southwestern Medical Foundation's 2024 Form 5500 as plan administrator.

Sarah Fletcher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwestern Medical Foundation's EIN is 75-0945939.

EIN 75-0945939

Plan number 002

Plan year 2024

ACK ID 20250626140535NAL0021586706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwestern Medical Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwestern Medical Foundation's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWESTERN MEDICAL FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score