# Skyward Service Group 401(k) Plan
Source: https://planprovider.pro/companies/skyward-service-group-401k-plan

> Skyward Service Group's 401(k) plan: 584 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Skyward Service Group

- **Sponsor EIN:** 455463484

- **Sponsor Address:** 800 GESSNER ROAD, HOUSTON, TX, 77024

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

- **Total Participants:** 584

- **Total Assets:** $54.9M

## 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|584|$54.9M|$3.5M|$5.5M|

| 2023|515|$45.6M|$2.9M|$4.7M|

| 2022|448|$33.9M|$2.4M|$4.0M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$154,450|—|$154,450|

| CLARK SCHAEFER HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,450

- **Estimated Expense Ratio:** 0.281% 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|$145,180|—|—|—|—|

| 2023|$89,704|—|—|—|—|

| 2022|$4,704|—|—|—|—|

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