Southwest Airlines Federal Credit Union 401(k) Plan
Sponsored by Southwest Airlines Federal Credit Union · EIN 751486899 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 111
- With balances
- 135
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 |
|---|---|---|
| Davidson Capital Management, Inc. CRD 112232 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $53,336 |
| Davidson Capital Management, Inc | Investment advisory (plan), Consulting fees | $9,991 |