Southwest Money Management, Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southwest Money Management, Inc is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $220,684 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Southwest Money Management, Inc. Bars show relative scale.
- 1
- 2
State footprint
States where plans reporting Southwest Money Management, Inc are sponsored, by plan count.
- 1CA2 plan(s)
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Teamsters Miscellaneous Security Fund | Teamsters Miscellaneous Security Fund | 2023 | $210,302 | not reported in the loaded dataset |
| Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla | Teamsters Local Union No 572 Retirement Benefit Pl | 2023 | $10,382 | not reported in the loaded dataset |
Related Form 5500 pages
- Teamsters Miscellaneous Security Fund (plan 508)
- Board Of Trustees Teamsters Miscellaneous Security Fund — all reported plans
- Teamsters Local Union No 572 Retirement Benefit Pl (plan 001)
- Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources