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  1. Companies/
  2. Southwest Solutions Group, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Southwest Solutions Group, Inc.

EIN 75-2703228-business supplies and equipment-Latest filing 2025
Plans
3
Retirement
2
$56.6M assets
Health & Benefits
1
$1.5M premiums
Participants
563
2535 E HWY 121 STE 110B - LEWISVILLE, TX 75056972-250-1970southwestsolutions.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
3 filings
#002ESOP-$46.2M - 208 part#001401(k)-$10.4M - 159 part#501Fully insured-$1.5M - 234 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $56.6M assets / 367 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$46.2M
  • GROUP, INC. 401(K) (#001)$10.4M
Total $56.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)208
  • GROUP, INC. 401(K) (#001)159
Total 367Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Vision$103K
  • Life$103K
  • Short-term disability$103K
  • +2 more
Total $1.5M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$46.2M
Participants208
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SOUTHWEST SOLUTIONS GROUP, INC. 401(K) PLAN

401(k)

Assets$10.4M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHWEST SOLUTIONS GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives234
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$46.2M2082025
#001SOUTHWEST SOLUTIONS GROUP, INC. 401(K) PLAN401(k)$10.4M1592025
  • SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$46.2M
    #002 · ESOP · 2025208
  • SOUTHWEST SOLUTIONS GROUP, INC. 401(K) PLAN$10.4M
    #001 · 401(k) · 2025159

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOUTHWEST SOLUTIONS GROUP HEALTH AND WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$1.5M2342025
  • SOUTHWEST SOLUTIONS GROUP HEALTH AND WELFARE BENEFIT PLAN$1.5M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025234
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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