Plan Snapshot
- Plan Sponsor: Swbr Architecture, Engineering & Landscape Architecture, D.P.C.
- Sponsor EIN: 161016675
- Sponsor Address: 387 EAST MAIN STREET, ROCHESTER, NY, 146042107
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $25.1M | $484,152 | $1.0M |
| 2023 | 120 | $22.1M | $122,683 | $940,555 |
| 2022 | 116 | $18.7M | $117,895 | $847,951 |
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 |
|---|---|---|---|---|
| DANNIBLE & MCKEE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANNIBLE & MCKEE, LLP — Auditor
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 | $21,039 | — | — | — | — |
| 2023 | $17,202 | — | $17,202 | — | — |
| 2022 | $15,315 | — | — | — | $15,315 |