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Sponsor portfolio

SOUTHWEST NEUROPSYCHOLOGY SERVICES, LLC

EIN 71-1041173-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$372K assets
Welfare
0
Participants
4
1515 EAST MISSOURI AVENUE, SUITE 111 - PHOENIX, AZ 85014602-274-1928phoenixneuropsychology.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$369K - 3 part#001CashBalance-$3K - 1 part

Retirement portfolio analytics

2 plans aggregated / $372K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • SERVICES, PLC 401(K) (#002)99%
  • CASH BALANCE PLAN (#001)1%
Total $372KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, PLC 401(K) (#002)3
  • CASH BALANCE PLAN (#001)1
Total 4Click 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 NEUROPSYCHOLOGY SERVICES, PLC 401(K) PLAN

401k

Assets$369K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWEST NEUROPSYCHOLOGY SERVICES, LLC CASH BALANCE PLAN

CashBalance

Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST NEUROPSYCHOLOGY SERVICES, PLC 401(K) PLAN401k$369K32025
001SOUTHWEST NEUROPSYCHOLOGY SERVICES, LLC CASH BALANCE PLANCashBalance$3K12025
Retirement plans
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