# Swbc Professional Employer Services V, LLC 401(k) Plan
Source: https://planprovider.pro/companies/swbc-professional-employer-services-v-llc-401k-plan

> Swbc Professional Employer Services V, LLC's 401(k) plan: 11,989 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swbc Professional Employer Services V, LLC

- **Sponsor EIN:** 273708085

- **Sponsor Address:** 30815 US HWY 281 N., BULVERDE, TX, 781633239

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

- **Total Participants:** 11,989

- **Total Assets:** $201.2M

## 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|11,989|$201.2M|$7.7M|$19.7M|

| 2023|10,734|$155.0M|$6.4M|$16.4M|

| 2022|9,481|$116.0M|$4.9M|$13.5M|

## 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|

| SLAVIC INTEGRATED ADMINISTRATION|TPA|$716,680|—|$716,680|

| SLAVIC MUTUAL FUND MANAGEMENT CORP.|INVESTMENT MGMT|$95,262|—|$95,262|

| FIDUCIARY PARTNERS INV CONSULTING|INV ADVISORY|$69,434|—|$69,434|

| FIDUCIARY PARTNERS RETIREMENT GROUP|INV ADVISORY|$69,434|—|$69,434|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $950,810

- **Estimated Expense Ratio:** 0.472% 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|$950,810|$234,130|$716,680|—|—|

| 2023|$738,263|—|$593,680|—|—|

| 2022|$606,025|$115,964|$490,061|—|—|

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