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SOUTHWEST SOLUTIONS GROUP, INC. — SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015143806NAL0002466243001
SOUTHWEST SOLUTIONS GROUP, INC.
Form 5500
FILING_RECEIVED
SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
129
Accounts w/ balance
178
Plan assets (EOY)
$43.3M
Net assets (EOY)
$42.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHWEST SOLUTIONS GROUP, INC.
.
Find decision makers
Plan sponsor
Name
SOUTHWEST SOLUTIONS GROUP, INC.
EIN
75-2703228
Address
2535-B E. STATE HWY 121 SUITE 110 · LEWISVILLE, TX · 75056
Phone
(972) 250-1970
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
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
KHA ACCOUNTANTS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $43.3M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Southwest Solutions Group, Inc.
—
—
$864K
$43.3M
100.0%
Comerica Bank
—
—
$7K
$7K
<0.1%
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Knocking points off
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Helping the score
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