Plan Snapshot
- Plan Sponsor: Ssw Advanced Technologies, LLC
- Sponsor EIN: 824873870
- Sponsor Address: 435 N WHITTINGTON PKWY, SUITE 100, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 613
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 613 | $63.0M | $1.1M | $1.8M |
| 2023 | 689 | $58.8M | $1.2M | $1.9M |
| 2022 | 636 | $61.2M | $692,878 | $1.1M |
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 |
|---|---|---|---|---|
| JP MORGAN | NONE | $88,646 | — | $88,646 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,646
- Estimated Expense Ratio: 0.141% 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 | $91,983 | — | — | — | — |
| 2023 | $124,313 | — | — | — | — |
| 2022 | $55,923 | — | — | — | — |