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Sponsor portfolio

SOUTHWEST SOLUTIONS GROUP, INC.

EIN 75-2703228-business supplies and equipment-Latest filing 2025
Plans
3
Retirement
2
$53.7M assets
Welfare
1
$1.5M premiums
Participants
478
2535 E HWY 121 STE 110B - LEWISVILLE, TX 75056972-250-1970southwestsolutions.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
3 filings
#002ESOP-$43.3M - 183 part#001401k-$10.4M - 159 part#501Fully Insured-$1.5M - 219 lives

Retirement portfolio analytics

2 plans aggregated / $53.7M assets / 342 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEE STOCK OWNERSHIP (#002)81%
  • GROUP, INC. 401(K) (#001)19%
Total $53.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)183
  • GROUP, INC. 401(K) (#001)159
Total 342Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$94K
  • Vision$94K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $64K1 slice

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 SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$43.3M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWEST SOLUTIONS GROUP, INC. 401(K) PLAN

401k

Assets$10.4M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST SOLUTIONS GROUP

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$43.3M1832024
001SOUTHWEST SOLUTIONS GROUP, INC. 401(K) PLAN401k$10.4M1592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST SOLUTIONS GROUPFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.5M2192024
Retirement plans
Welfare plans
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