# Swartley Bros. Engineers, INC. DC Plan
Source: https://planprovider.pro/companies/swartley-bros-engineers-inc-plan

> Swartley Bros. Engineers, INC.'s DC plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swartley Bros. Engineers, INC.

- **Sponsor EIN:** 231296376

- **Sponsor Address:** 10 SCHOOLHOUSE RD, SOUDERTON, PA, 189642608

- **Plan Type:** DC

- **Total Participants:** 245

- **Total Assets:** $19.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|245|$19.2M|$461,000|$965,376|

| 2023|209|$16.5M|$0|$888,294|

| 2022|451|$14.7M|$610,000|$1.0M|

## 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|

| DUNLAPSLK, PC|Auditor|—|—|$0|

## 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|$51,389|—|$51,389|—|—|

| 2023|$48,056|—|$48,056|—|—|

| 2022|$25,545|—|$25,545|—|—|

## Similar Plans

- [I.B.E.W. Local 246 Retirement Plan Board Of Trustees](https://planprovider.pro/companies/i-b-e-w-local-246-retirement-plan-board-of-trustees-plan) — 263 participants

- [Board Of Trustees Ibew Local 56 Pension Plan](https://planprovider.pro/companies/board-of-trustees-ibew-local-56-pension-plan-plan) — 225 participants

- [Fire Fighter Sales & Service Co.](https://planprovider.pro/companies/fire-fighter-sales-service-co-401k-plan) — 220 participants

- [Fioptix, INC.](https://planprovider.pro/companies/fioptix-inc-401k-plan) — 299 participants

- [I.B.E.W. Local No. 246 Pension Fund Board Of Trustees](https://planprovider.pro/companies/i-b-e-w-local-no-246-pension-fund-board-of-trustees-plan) — 177 participants

- [Edwin L. Heim Company](https://planprovider.pro/companies/edwin-l-heim-company-plan-001) — 172 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swartley-bros-engineers-inc-plan)

© 2026 PlanProvider.Pro