How big is Southwest Integrative Medicine's plan?

Southwest Integrative Medicine's plan reported $988K in assets and 6 participants for 2025.

Original filing (PDF)20260408220217NAL0020303186084

Southwest Integrative Medicine

Name: Southwest Integrative Medicine — Southwest Integrati, Form 5500 (2025)
Creator: Southwest Integrative Medicine
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Integrative Medicine 401(k) Plan

401(k) retirement plan · Southwest Integrative Medicine's Southwest Integrative Medicine 401(k) Plan held $988K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

Plan identifiers

Southwest Integrative Medicine's EIN is 84-1723946.

EIN 84-1723946

Plan number 001

Plan year 2025

ACK ID 20260408220217NAL0020303186084

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southwest Integrative Medicine from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southwest Integrative Medicine's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INTEGRATIVE MEDICINE.

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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

Knocking points off