Plan Snapshot
- Plan Sponsor: Swickard Corporation
- Sponsor EIN: 453307099
- Sponsor Address: 1650 SPRING GARDEN LN, LAS VEGAS, NV, 89134
- Plan Type: 401(k)
- Total Participants: 2,533
- Total Assets: $45.9M
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 | 2,533 | $45.9M | $0 | $6.1M |
| 2023 | 1,956 | $36.8M | $0 | $4.8M |
| 2022 | 1,588 | $31.7M | $633 | $4.4M |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $298,120 | $62,516 | $235,604 | — | — |
| 2023 | $176,633 | $50,029 | $126,604 | — | — |
| 2022 | $140,780 | $44,085 | $95,345 | — | — |