# Swank Enterprises INC DC Plan
Source: https://planprovider.pro/companies/swank-enterprises-inc-plan-006

> Swank Enterprises INC's DC plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swank Enterprises INC

- **Sponsor EIN:** 810302197

- **Sponsor Address:** PO BOX 568, VALIER, MT, 59486

- **Plan Type:** DC

- **Total Participants:** 169

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|169|$5.9M|$462,849|$0|

| 2023|156|$5.6M|$518,172|$0|

| 2022|204|$5.0M|$518,688|$0|

## 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|

| DAHLIN ACCOUNTING & CONSULTING LLC|Auditor|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,000

- **Estimated Expense Ratio:** 0.136% 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|$83,959|$36,769|$11,496|$8,000|—|

| 2023|$74,675|$33,593|$14,995|—|—|

| 2022|$81,884|$46,404|$17,452|—|$18,028|

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