Plan Snapshot
- Plan Sponsor: Schwing Bioset, INC.
- Sponsor EIN: 204562151
- Sponsor Address: 350 SMC DRIVE, SOMERSET, WI, 54025
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $16.8M
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 | 123 | $16.8M | $448,588 | $977,870 |
| 2023 | 155 | $15.1M | $1.0M | $479,869 |
| 2022 | 155 | $12.2M | $514,057 | $894,027 |
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 |
|---|---|---|---|---|
| FROEHLING ANDERSON, LTD | 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 | $68,815 | $68,815 | — | — | — |
| 2023 | $61,053 | $61,053 | — | — | — |
| 2022 | $56,697 | — | — | — | $56,697 |