Plan Snapshot
- Plan Sponsor: Swiderski Equipment, INC.
- Sponsor EIN: 391125456
- Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $13.5M
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 | 153 | $13.5M | $136,130 | $1.0M |
| 2023 | 153 | $12.7M | $140,825 | $1.1M |
| 2022 | 140 | $10.4M | $135,308 | $1.0M |
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 |
|---|---|---|---|---|
| KERBER ROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE SC — 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 | $61,108 | — | $59,758 | — | — |
| 2023 | $57,821 | — | $56,821 | — | — |
| 2022 | $57,079 | — | $56,154 | — | $925 |