Original filing (PDF)20250715150621NAL0001411987001

DISABILITY SERVICES OF THE SOUTHWEST

Name: DISABILITY SERVICES OF THE SOUTHWEST — DISABILITY SERVICES OF THE SOUTHWEST 401(K) PLAN, Form 5500 (2024)
Creator: DISABILITY SERVICES OF THE SOUTHWEST

Form 5500-SF

FILING_RECEIVED

DISABILITY SERVICES OF THE SOUTHWEST 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

986

Accounts w/ balance

145

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISABILITY SERVICES OF THE SOUTHWEST.

Plan sponsor

Name

DISABILITY SERVICES OF THE SOUTHWEST

EIN

75-2483918