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SOUTHWESTERN FAIR COMMISSION INC — SOUTHWESTERN FAIR COMMISSION, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250404122419NAL0006844835001
SOUTHWESTERN FAIR COMMISSION INC
Form 5500-SF
FILING_RECEIVED
SOUTHWESTERN FAIR COMMISSION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
22
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHWESTERN FAIR COMMISSION INC
.
Find decision makers
Plan sponsor
Name
SOUTHWESTERN FAIR COMMISSION INC
EIN
86-0294014
Address
11300 S HOUGHTON RD · TUCSON, AZ · 857479755
Phone
(520) 762-9100
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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