Southwest Energy Profit Sharing Plan
Sponsored by Southwest Energy Management, Llc · EIN 263253459 · Plan #001
- Total assets
- $94.5M
- Net assets
- $94.5M
- Active participants
- 302
- With balances
- 359
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Mma Securities Llc | Consulting (general) | $45,000 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $7,240 |