Original filing (PDF)20250805134918NAL0004646338001

SOUTHWEST INDIAN FOUNDATION, INC.

Name: SOUTHWEST INDIAN FOUNDATION, INC. — SWIF TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: SOUTHWEST INDIAN FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

SWIF TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST INDIAN FOUNDATION, INC..

Plan sponsor

Name

SOUTHWEST INDIAN FOUNDATION, INC.

EIN

85-0203522

Address

P. O. BOX 86 · GALLUP, NM · 873020001

Phone

(505) 863-2837

Industry

Health Care & Social Assistancesee 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

2025-08-05

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Service providers (Schedule C)

Small plans don't disclose service providers

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