Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST LABS LLC
EIN 47-2052763medical practiceLatest filing 2024
Plans
3
Retirement
3
$2.3M assets
Welfare
0
Participants
184
4261 BALLOON PARK ROAD NE - ALBUQUERQUE, NM 87109505-463-2506southwestlab.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.3M assets / 184 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 LABS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOUTHWEST LABS RETIREMENT PLAN
CashBalance
Assets$636K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHWEST LABS PROFIT SHARING PLAN
ProfitSharing
Assets$213K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWEST LABS LLC 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 104 | 2024 | |
| 003 | SOUTHWEST LABS RETIREMENT PLAN | CashBalance | $636K | 40 | 2024 | |
| 002 | SOUTHWEST LABS PROFIT SHARING PLAN | ProfitSharing | $213K | 40 | 2024 |
Retirement plans