Plan Snapshot
- Plan Sponsor: Society For Worldwide Interbank Financial Telecommunication, INC.
- Sponsor EIN: 541106980
- Sponsor Address: P.O. BOX 2005, CULPEPER, VA, 227016100
- Plan Type: DB
- Total Participants: 165
- Total Assets: $216.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 165 | $216.4M | $0 | $0 |
| 2023 | 206 | $225.5M | $0 | $0 |
| 2022 | 214 | $203.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — 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 | $45,454 | $45,454 | — | — | — |
| 2023 | $21,064 | $21,064 | — | — | — |
| 2022 | $24,382 | $24,382 | — | — | — |