Plan Snapshot
- Plan Sponsor: Swift Health Systems, INC.
- Sponsor EIN: 471755024
- Sponsor Address: 111 ACADEMY DRIVE, SUITE 150, IRVINE, CA, 92617
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 84 | $3.1M | $0 | $564,173 |
| 2023 | 167 | $3.2M | $0 | $987,931 |
| 2022 | 228 | $2.0M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $33,413 | — | $33,413 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,413
- Estimated Expense Ratio: 1.068% of plan assets
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 | $37,898 | $4,485 | — | — | — |
| 2023 | $26,748 | $3,287 | — | — | — |
| 2022 | $13,252 | $939 | $12,313 | — | — |