Plan Snapshot
- Plan Sponsor: Swca, Incorporated
- Sponsor EIN: 860483317
- Sponsor Address: 20 E THOMAS RD STE 1700, PHOENIX, AZ, 85012
- Plan Type: DC
- Total Participants: 1,317
- Total Assets: $110.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,317 | $110.9M | $890,588 | $0 |
| 2023 | 1,188 | $107.6M | $1.7M | $0 |
| 2022 | 792 | $75.2M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $35,572 | $35,572 | — | — | — |
| 2023 | $31,501 | — | — | — | — |
| 2022 | $37,846 | — | — | — | $37,846 |