# Swanson, Martin & Bell, LLP 401(k) Plan
Source: https://planprovider.pro/companies/swanson-martin-bell-llp-plan-001

> Swanson, Martin & Bell, LLP's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swanson, Martin & Bell, LLP

- **Sponsor EIN:** 363825975

- **Sponsor Address:** 330 NORTH WABASH, SUITE 3300, CHICAGO, IL, 60611

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

- **Total Participants:** 190

- **Total Assets:** $93.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|190|$93.4M|$2.2M|$2.0M|

| 2023|187|$80.7M|$1.9M|$1.9M|

| 2022|173|$73.1M|$1.9M|$1.7M|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$67,851|—|$67,851|—|—|

| 2023|$53,289|—|$39,070|$11,529|—|

| 2022|$59,870|—|—|—|$59,870|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swanson-martin-bell-llp-plan-001)

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