Southwest Transplant Alliance 403(b) Plan
Sponsored by Southwest Transplant Alliance · EIN 751469319 · Plan #003
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 388
- With balances
- 488
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $50,312 |
| Nationwide | Recordkeeping, Custodial (securities), Recordkeeping fees | $29,185 |
| Cecilco | Contract administrator, Consulting (pension) | $10,455 |
| Prospera Financial Services | Investment advisory (plan), Investment management fees (indirect) | $0 |