Plan Snapshot
- Plan Sponsor: Swaner Hardwood Co., INC.
- Sponsor EIN: 952562601
- Sponsor Address: 5 W. MAGNOLIA BOULEVARD, BURBANK, CA, 91502
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 181
- Total Assets: $13.3M
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. |
|---|---|---|---|---|
| 2025 | 181 | $13.3M | $0 | $0 |
| 2024 | 126 | $12.6M | $68,229 | $472,431 |
| 2023 | 136 | $11.2M | $67,170 | $445,539 |
| 2022 | 142 | $9.9M | $64,981 | $384,411 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | 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 | $1,572,763 | — | — | — | — |
| 2024 | $3,375 | — | — | — | — |
| 2023 | $3,335 | — | — | — | — |
| 2022 | $2,865 | — | — | — | — |