Southwest Ambulance Pension Plan
Sponsored by Sw General, Inc., Dba Southwest Ambulance · EIN 860434455 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 184
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $153,721 |
| Baker Tilly | Accounting, Direct payment from the plan | $14,700 |
| Creative Planning Llc | Accounting, Direct payment from the plan | $10,000 |