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Original filing (PDF)20250918135903NAL0000693475001
SOUTHWEST RANGE SERVICES LLC
Form 5500
FILING_RECEIVED
SOUTHWEST RANGE SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
245
Accounts w/ balance
284
Plan assets (EOY)
$30.4M
Net assets (EOY)
$30.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST RANGE SERVICES LLC.
Plan sponsor
Name
SOUTHWEST RANGE SERVICES LLC
EIN
81-2275475
Address
PO BOX 99 · WSMR, NM · 88002
Phone
(240) 298-5273
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PULAKOS CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT ADVISORS, LLC | 30-0490764 | — | INVESTMENT ADVISORY | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
33 direct securities · 1 pooled fund· $30.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.9M
32 holdings
Common Collective Trust
$2.1M
1 holding
Registered Investment Companies
$423K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Funds JP Morgan SmartRtmt 2030 R6 Fd | — | — | — | $7.0M | 22.9% | |
| JP Morgan Funds JP Morgan SmartRtmt 2025 R6 Fd | — | — | — | $3.4M | 11.0% | |
| JP Morgan Funds JP Morgan Grw Advantage R6 Fd | — | — | — | $2.4M | 7.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.9% | |
| JP Morgan Funds JP Morgan SmartRtmt 2040 R6 Fd | — | — | — | $1.9M | 6.1% | |
| JP Morgan Funds JP Morgan SmartRtmt 2035 R6 Fd | — | — | — | $1.5M | 4.8% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | — | — | — | $1.3M | 4.3% | |
| JP Morgan Funds JP Morgan SmartRtmt 2020 R6 Fd | — | — | — | $1.2M | 3.8% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | — | — | — | $1.1M | 3.5% | |
| JP Morgan Funds JP Morgan SmartRtmt 2050 R6 Fd | — | — | — | $840K | 2.8% | |
| JP Morgan Funds JP Morgan SmartRtmt 2045 R6 Fd | — | — | — | $766K | 2.5% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | — | — | — | $750K | 2.5% | |
| Vanguard Group Vanguard GNMA Admiral Fd | — | — | — | $659K | 2.2% | |
| Oppenheimer INV DISCOV R6 FD | — | — | — | $645K | 2.1% | |
| From participants Term 12-60 months | — | — | — | $627K | 2.1% | |
| JP Morgan Funds JP Morgan SmartRtmt 2055 R6 Fd | — | — | — | $591K | 1.9% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fd | — | — | — | $491K | 1.6% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fd | — | — | — | $485K | 1.6% | |
| JP Morgan Funds JP Morgan SmartRtmt 2060 R6 Fd | — | — | — | $448K | 1.5% | |
| shares The American Funds American Funds NewWorld R6 | Registered Investment Companies | — | — | $423K | 1.4% | |
| JP Morgan Funds JP Morgan SmartRtmt Incm R6 Fd | — | — | — | $385K | 1.3% | |
| MFS Inv Mgmt. MFS Intl Diversification R6 Fd | — | — | — | $323K | 1.1% | |
| Victory Funds Victory Syca Sm Co Opp R6 Fd | — | — | — | $295K | 1.0% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $277K | 0.9% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | — | — | — | $192K | 0.6% | |
| Victory Funds Victory Sycamore Est Val R6 Fd | — | — | — | $179K | 0.6% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd | — | — | — | $119K | 0.4% | |
| Vanguard Group Vanguard LifeStrategy Growth Inv Fd | — | — | — | $87K | 0.3% | |
| JP Morgan Funds JP Morgan SmartRtmt 2065 R6 Fd | — | — | — | $85K | 0.3% | |
| (E) | — | — | $85K | $34K | 0.1% | |
| PIMCO Funds PIMCO Intl Bond (USD-HDG) I Fd | — | — | — | $34K | 0.1% | |
| Vanguard Group Vanguard LifeStrategy Mod Gr Inv Fd | — | — | — | $24K | <0.1% | |
| Vanguard Group Vanguard Lifestrat Cnsrv Gr Inv Fd | — | — | — | $19K | <0.1% | |
| Vanguard Group Vanguard LifeStrategy Income Inv Fd | — | — | — | $9K | <0.1% |
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