# Swagelok Company 401(k) Plan
Source: https://planprovider.pro/companies/swagelok-company-401k-plan

> Swagelok Company's 401(k) plan: 4,408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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