Plan Snapshot
- Plan Sponsor: Swartz Campbell LLC
- Sponsor EIN: 231141190
- Sponsor Address: TWO COMMERCE SQUARE, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 77 | $34.8M | $192,735 | $831,170 |
| 2023 | 81 | $32.5M | $219,251 | $744,099 |
| 2022 | 84 | $29.3M | $209,477 | $689,654 |
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 |
|---|---|---|---|---|
| MARION & BLACK LLC | 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 | $1,692 | — | $1,692 | — | — |
| 2023 | $916 | — | $916 | — | — |
| 2022 | $2,161 | — | $2,161 | — | — |