Plan Snapshot
- Plan Sponsor: Sweetwater Sound, LLC
- Sponsor EIN: 352023299
- Sponsor Address: 5501 U.S. HIGHWAY 30 WEST, FORT WAYNE, IN, 46818
- Plan Type: 401(k)
- Total Participants: 2,746
- Total Assets: $105.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,746 | $105.8M | $3.5M | $10.2M |
| 2023 | 2,426 | $84.3M | $3.5M | $9.8M |
| 2022 | 2,265 | $64.1M | $4.8M | $8.5M |
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 |
|---|---|---|---|---|
| KATZ SAPPER AND MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER AND MILLER 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 | $290,948 | $91,186 | $900 | — | — |
| 2023 | $240,986 | $81,474 | — | — | — |
| 2022 | $223,808 | $10,742 | — | — | — |