# Swan Products LLC 401(k) Plan
Source: https://planprovider.pro/companies/swan-products-llc-401k-plan

> Swan Products LLC's 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swan Products LLC

- **Sponsor EIN:** 300762206

- **Sponsor Address:** 7840 ROSWELL RD, SANDY SPRINGS, GA, 30350

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

- **Total Participants:** 324

- **Total Assets:** $6.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|324|$6.5M|$198,024|$636,691|

| 2023|312|$5.4M|$194,028|$618,415|

| 2022|309|$4.6M|$183,489|$612,926|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$47,857|—|$47,857|

| WELLS FARGO ADVISORS FIN NETWORK|INVESTMENT ADVISORY|$14,357|$15|$14,372|

| BDO USA, P.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,229

- **Estimated Expense Ratio:** 0.959% 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|$56,896|$14,364|$42,532|—|—|

| 2023|$51,589|$12,038|$39,551|—|—|

| 2022|$46,242|$11,734|$34,508|—|—|

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