Southwest Network 403(b) Retirement Plan
Sponsored by Southwest Network, Inc. · EIN 860966400 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 351
- With balances
- 223
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping, Direct payment from the plan | $68,677 |
| Cbiz Investment Advisory Services | Investment advisory (participants), Other fees | $386 |
| Cbiz Benefits & Insurance Services | Other services | $0 |