Plan Snapshot
- Plan Sponsor: Swi Industrial Solutions Dba Springfield Workshop, INC
- Sponsor EIN: 430861414
- Sponsor Address: 2835 W BENNETT, SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $915,502
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 | 118 | $915,502 | $93,691 | $55,120 |
| 2023 | 26 | $751,433 | $13,816 | $54,930 |
| 2022 | 0 | $623,841 | $57,943 | $56,870 |
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 |
|---|---|---|---|---|
| ROBERTS, MCKENZIE, MANGAN & CUMMING | Auditor | — | — | $0 |
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 | $6,815 | — | $6,815 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |