Plan Snapshot
- Plan Sponsor: Swanson Group, INC.
- Sponsor EIN: 930475444
- Sponsor Address: P.O. BOX 1168, ROSEBURG, OR, 97470
- Plan Type: 401(k)
- Total Participants: 720
- Total Assets: $64.4M
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 | 720 | $64.4M | $2.2M | $3.3M |
| 2023 | 718 | $60.8M | $2.3M | $3.4M |
| 2022 | 732 | $49.7M | $2.5M | $3.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $22,676 | — | $22,676 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,676
- Estimated Expense Ratio: 0.035% 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 | $195,114 | $72,599 | — | $22,676 | — |
| 2023 | $150,964 | $39,579 | $15,000 | — | — |
| 2022 | $170,062 | $53,307 | — | — | $13,625 |