Plan Snapshot
- Plan Sponsor: Richard E. Swanson Farms, INC.
- Sponsor EIN: 943006314
- Sponsor Address: P.O. BOX 2367, TURLOCK, CA, 953812367
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 312 | $14.5M | $451,155 | $847,907 |
| 2023 | 272 | $13.4M | $336,490 | $608,173 |
| 2022 | 230 | $11.6M | $222,778 | $475,571 |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,904 | — | — | — | — |
| 2023 | $44,937 | — | $44,937 | — | — |
| 2022 | $42,138 | — | $42,138 | — | — |