How big is Housing Solutions for the Southwest's plan?

Housing Solutions for the Southwest's plan reported $562K in assets and 22 participants for 2024.

Original filing (PDF)20250828145441NAL0010558065001

Housing Solutions for the Southwest

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

Form 5500-SF

FILING_RECEIVED

Housing Solutions for the Southwest 403(b) Plan

401(k) retirement plan · Housing Solutions for the Southwest's Housing Solutions for the Southwest 403(b) Plan held $562K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$562K

Net assets (EOY)

$562K

Plan identifiers

Housing Solutions for the Southwest's EIN is 84-0853925.

EIN 84-0853925

Plan number 001

Plan year 2024

ACK ID 20250828145441NAL0010558065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Housing Solutions for the Southwest's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSING SOLUTIONS FOR THE SOUTHWEST.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HOUSING SOLUTIONS FOR THE SOUTHWEST

EIN

all filings

Address

295 GIRARD STREET · DURANGO, CO · 81303

Phone

(970) 259-1086

Industry

Real Estate

Plan administrator