How big is Southwest Shade Solutions' plan?

Southwest Shade Solutions' plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20251002104809NAL0001017650001

Southwest Shade Solutions

Name: Southwest Shade Solutions — Southwest Shade, Form 5500 (2024)
Creator: Southwest Shade Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Shade Solutions 401(k) Plan

401(k) retirement plan · Southwest Shade Solutions' Southwest Shade Solutions 401(k) Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jennifer Newton signed Southwest Shade Solutions' 2024 Form 5500 as plan administrator.

Jennifer Newton — 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

Southwest Shade Solutions' EIN is 75-2501514.

EIN 75-2501514

Plan number 001

Plan year 2024

ACK ID 20251002104809NAL0001017650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Shade Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Shade Solutions' plan includes profit-sharing, a 401(k) feature, 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 SOUTHWEST SHADE SOLUTIONS.

Finding similar companies…

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

Knocking points off