Original filing (PDF)20250617102639NAL0003998418001

SOUTHWEST NURSERY AND SUPPLY LLC

Name: SOUTHWEST NURSERY AND SUPPLY LLC — SOUTHWEST NURSERY & SUPPLY 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHWEST NURSERY AND SUPPLY LLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST NURSERY & SUPPLY 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST NURSERY AND SUPPLY LLC.

Plan sponsor

Name

SOUTHWEST NURSERY AND SUPPLY LLC

EIN

75-1968558

Address

2220 SANDY LAKE RD · CARROLLTON, TX · 75006

Phone

(972) 242-7600

Industry

Wholesale Tradesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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