# Swbr Architecture, Engineering &amp; Landscape Architecture, D.P.C. 401(k) Plan
Source: https://planprovider.pro/companies/swbr-architecture-engineering-landscape-architecture-d-p-c-401k-plan

> Swbr Architecture, Engineering &amp; Landscape Architecture, D.P.C.&#39;s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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|

| BPAS|RECORDKEEPER|$21,039|—|$21,039|

| DANNIBLE & MCKEE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPAS](https://planprovider.pro/provider/bpas) — RECORDKEEPER

- [DANNIBLE & MCKEE, LLP](https://planprovider.pro/provider/dannible-and-mckee-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,039

- **Estimated Expense Ratio:** 0.084% 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|$21,039|—|—|—|—|

| 2023|$17,202|—|$17,202|—|—|

| 2022|$15,315|—|—|—|$15,315|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swbr-architecture-engineering-landscape-architecture-d-p-c-401k-plan)

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