# Bswift LLC 401(k) Plan
Source: https://planprovider.pro/companies/bswift-llc-401k-plan

> Bswift LLC's 401(k) plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bswift LLC

- **Sponsor EIN:** 364391310

- **Sponsor Address:** 500 WEST MONROE, SUITE 3800, CHICAGO, IL, 60661

- **Plan Type:** 401(k)

- **Total Participants:** 1,170

- **Total Assets:** $73.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,170|$73.0M|$3.7M|$7.1M|

| 2023|1,068|$46.0M|$2.8M|$5.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$123,154|—|$123,154|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$33,094|—|$33,094|

| GRANT THORNTON LLP|AUDITOR|$5,500|—|$5,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $161,748

- **Estimated Expense Ratio:** 0.222% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$161,748|$33,094|—|$5,500|—|

| 2023|$63,511|$10,369|—|—|—|

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