Plan Snapshot
- Plan Sponsor: S.W. Bajus, Ltd.
- Sponsor EIN: 232133785
- Sponsor Address: 595 EAST LANCASTER AVENUE, ST. DAVIDS, PA, 19087
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 69 | $7.9M | $58,156 | $250,403 |
| 2023 | 112 | $7.6M | $68,738 | $252,319 |
| 2022 | 107 | $6.7M | $61,070 | $232,354 |
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 |
|---|---|---|---|---|
| EISNERAMPER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER, LLP — Auditor
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 | $34,164 | $30,934 | — | — | — |
| 2023 | $31,281 | $28,020 | — | — | — |
| 2022 | $33,180 | $29,315 | $3,865 | — | — |