Plan Snapshot
- Plan Sponsor: Swagelok Company
- Sponsor EIN: 340688825
- Sponsor Address: 29500 SOLON ROAD, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 4,408
- Total Assets: $2.9B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,408 | $2.9B | $23.8M | $33.0M |
| 2023 | 4,988 | $2.7B | $26.1M | $34.1M |
| 2022 | 5,086 | $2.7B | $25.2M | $30.5M |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — 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 | $802,533 | — | — | — | — |
| 2023 | $139,757 | — | — | — | — |
| 2022 | $652,452 | — | — | — | $652,452 |