# Swarco Mccain, INC. 401(k) Plan
Source: https://planprovider.pro/companies/swarco-mccain-inc-401k-plan

> Swarco Mccain, INC.'s 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swarco Mccain, INC.

- **Sponsor EIN:** 330262207

- **Sponsor Address:** 2365 OAK RIDGE WAY, VISTA, CA, 920818348

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

- **Total Participants:** 149

- **Total Assets:** $18.2M

## 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|149|$18.2M|$220,895|$1.2M|

| 2023|152|$15.9M|$176,491|$1.1M|

| 2022|141|$13.1M|$129,759|$889,671|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$74,317|—|$74,317|

| CONCURRENT INVESTMENT ADVISORS, LLC|INVESTMENT ADVISORY|—|$15,000|$15,000|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CONCURRENT INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/concurrent-investment-advisors-llc) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $89,317

- **Estimated Expense Ratio:** 0.492% 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|$74,317|—|$74,317|—|—|

| 2023|$62,835|—|$62,835|—|—|

| 2022|$64,039|—|$64,039|—|—|

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