# Skyward, INC. 401(k) Plan
Source: https://planprovider.pro/companies/skyward-inc-401k-plan

> Skyward, INC.'s 401(k) plan: 718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Skyward, INC.

- **Sponsor EIN:** 391471992

- **Sponsor Address:** 2601 SKYWARD DRIVE, STEVENS POINT, WI, 54482

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

- **Total Participants:** 718

- **Total Assets:** $106.5M

## 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|718|$106.5M|$1.6M|$5.1M|

| 2023|678|$93.2M|$1.5M|$4.7M|

| 2022|632|$75.3M|$1.4M|$4.3M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$178,756|$155,637|—|—|—|

| 2023|$147,623|$127,520|—|—|—|

| 2022|$150,993|$144,893|—|—|—|

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