Southwest Service Administrators Inc. Bargaining Division 401(k) Plan
Sponsored by Southwest Service Administrators Inc · EIN 860785790 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 198
- With balances
- 274
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pruco Securities, Llc CRD 5685 | deterministic · 100% | 2024 |
| Lpl Enterprise, Llc CRD 8733 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $21,666 |
| Nationwide Insurance | Investment management, Shareholder servicing fees | $13,592 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $7,254 |
| Nationwide | Investment management, Shareholder servicing fees | $2,310 |
| Pruco Securities, Llc | Investment management, Shareholder servicing fees | $0 |
| Lpl Enterprise Llc | Investment management, Shareholder servicing fees | $0 |