# Swa Group 401(k) Plan
Source: https://planprovider.pro/companies/swa-group-401k-plan

> Swa Group's 401(k) plan: 215 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Swa Group

- **Sponsor EIN:** 941483448

- **Sponsor Address:** 2200 BRIDGEWAY, SAUSALITO, CA, 94966

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

- **Total Participants:** 215

- **Total Assets:** $89.0M

## 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.|

| 2025|215|$89.0M|$0|$0|

| 2024|262|$82.1M|$0|$0|

| 2023|270|$80.7M|$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|

| CAMPBELL TAYLOR WASHBURN|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|

| 2025|$15,967|$5,056|—|—|—|

| 2024|$10,832|$3,393|—|—|—|

| 2023|$7,755|—|—|—|$7,315|

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