Southwest Airlines Co. Profitsharing Plan
Sponsored by Southwest Airlines Co. · EIN 741563240 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $643,213 |
| State Street Global Advisors | Investment advisory (plan), Direct payment from the plan | $62,500 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $23,923 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $14,400 |
| Qdro Consultants Company, Llc | Consulting (general) | $8,025 |