Southwest States Conference Defined Contribution Fund
Sponsored by Trustees Southwest States Conference Defined Contribution Fun · EIN 271555556 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 625
- With balances
- 625
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Standard | Recordkeeping, Direct payment from the plan | $37,215 |
| Robein Urann Spencer Et Al | Legal, Direct payment from the plan | $22,985 |
| Needles & Associates, Llc. | Accounting, Direct payment from the plan | $19,186 |