Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST ASSETS MANAGEMENT CORPORATION
EIN 33-0930103Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
2
$802K assets
Welfare
0
Participants
30
PO BOX 86277 - SAN DIEGO, CA 92138619-710-4951
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $802K assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWEST ASSETS MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$704K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHWEST ASSETS MANAGEMENT CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$98K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST ASSETS MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN | CashBalance | $704K | 15 | 2024 | |
| 002 | SOUTHWEST ASSETS MANAGEMENT CORPORATION PROFIT SHARING PLAN | ProfitSharing | $98K | 15 | 2024 |
Retirement plans