Original filing (PDF)20250718080639NAL0000668227001

UNIVERSITY OF THE SOUTHWEST

Name: UNIVERSITY OF THE SOUTHWEST — UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF THE SOUTHWEST

Form 5500-SF

FILING_RECEIVED

UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF THE SOUTHWEST.

Plan sponsor

Name

UNIVERSITY OF THE SOUTHWEST

EIN

85-0164940

Address

6610 N LOVINGTON HIGHWAY SUITE 510 · HOBBS, NM · 882409114

Phone

(575) 492-2102

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

2025-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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