Southwest Airlines Co. Retirement Savings Plan
Sponsored by Southwest Airlines Co. · EIN 741563240 · Plan #004
- Total assets
- $17.0B
- Net assets
- $17.0B
- Active participants
- 74,221
- With balances
- 85,318
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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $3,452,920 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $67,400 |
| State Street Global Advisors Trust | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Qdro Consultants Company | Consulting (general), Direct payment from the plan | $30,225 |
| Nepc Llc | Investment advisory (plan), Direct payment from the plan | $12,673 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $12,428 |