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Sponsor portfolio

SOUTHWEST COMPANIES ALL PURPOSE CONTRACTORS, INC.

EIN 34-1637818-Construction-Latest filing 2025
Plans
2
Retirement
2
$268K assets
Welfare
0
Participants
20
7641 COMMERCE PARK OVAL - INDEPENDENCE, OH 44131216-642-1195
Plans on this EIN
2 filings
#002401k-$148K - 12 part#001CashBalance-$120K - 8 part

Retirement portfolio analytics

2 plans aggregated / $268K assets / 20 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#002)55%
  • PLAN AND TRUST (#001)45%
Total $268KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)12
  • PLAN AND TRUST (#001)8
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWEST COMPANIES, INC. 401(K) PROFIT-SHARING PLAN AND TRUST

401k

Assets$148K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWEST COMPANIES, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$120K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST COMPANIES, INC. 401(K) PROFIT-SHARING PLAN AND TRUST401k$148K122025
001SOUTHWEST COMPANIES, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$120K82025
Retirement plans
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