Plan Snapshot
- Plan Sponsor: Swarovski U.S. Holdings Ltd.
- Sponsor EIN: 050273019
- Sponsor Address: 50 SHARPE DRIVE, CRANSTON, RI, 02920
- Plan Type: 401(k)
- Total Participants: 1,719
- Total Assets: $80.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,719 | $80.7M | $1.5M | $2.1M |
| 2023 | 1,637 | $76.8M | $1.4M | $1.9M |
| 2022 | 1,577 | $70.6M | $1.5M | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $29,981 | — | $29,981 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,981
- Estimated Expense Ratio: 0.037% 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 | $35,522 | — | — | $29,981 | — |
| 2023 | $33,031 | — | — | $20,213 | — |
| 2022 | $34,654 | — | — | — | — |