Plan Snapshot
- Plan Sponsor: Swc Group, LP
- Sponsor EIN: 800946676
- Sponsor Address: 4120 INTERNATIONAL PKWY., CARROLLTON, TX, 75007
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $3.2M
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 | 114 | $3.2M | $65,063 | $241,006 |
| 2023 | 126 | $3.4M | $113,701 | $302,683 |
| 2022 | 176 | $2.8M | $191,115 | $368,927 |
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 |
|---|---|---|---|---|
| SHADE TREE PARTNERS LLC | CONSULTANT | — | $9,900 | $9,900 |
| DEFINITI LLC | NONE | $4,193 | $1,616 | $5,809 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,709
- Estimated Expense Ratio: 0.484% 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 | $103,077 | $212 | $97,215 | — | — |
| 2023 | $92,737 | — | $35,996 | $1,035 | — |
| 2022 | $73,839 | — | $32,201 | — | $41,638 |