# Swanson Rink, INC. 401(k) Plan
Source: https://planprovider.pro/companies/swanson-rink-inc-401k-plan

> Swanson Rink, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swanson Rink, INC.

- **Sponsor EIN:** 840459620

- **Sponsor Address:** 1120 LINCOLN STREET SUITE 1120, DENVER, CO, 80203

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

- **Total Participants:** 110

- **Total Assets:** $11.5M

## 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|110|$11.5M|$227,439|$941,519|

| 2023|128|$10.0M|$200,803|$834,202|

| 2022|114|$7.7M|$181,621|$767,159|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$22,471|—|$22,471|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$11,500|—|$11,500|

| HAYNIE & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HAYNIE & COMPANY](https://planprovider.pro/provider/haynie-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,971

- **Estimated Expense Ratio:** 0.297% 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|$33,971|$11,500|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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