# Swa Group 401(k) Plan
Source: https://planprovider.pro/companies/swa-group-941483448-002

> Swa Group's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swa Group

- **Sponsor EIN:** 941483448

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

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

- **Plan Number:** 002

- **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.|

| 2024|215|$89.0M|$1.9M|$1.6M|

| 2023|262|$82.1M|$1.9M|$1.4M|

| 2022|270|$80.7M|$2.5M|$1.3M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|Recordkeeper|$15,892|—|$15,892|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,892

- **Estimated Expense Ratio:** 0.018% 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|$15,967|$5,056|—|—|—|

| 2023|$10,832|$3,393|—|—|—|

| 2022|$7,755|—|—|—|$7,315|

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