# Swift Health Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/swift-health-systems-inc-plan

> Swift Health Systems, INC.'s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Acutus Medical, INC.](https://planprovider.pro/companies/acutus-medical-inc-401k-plan) — 85 participants

- [Eko Health, INC.](https://planprovider.pro/companies/eko-devices-inc-401k-plan) — 86 participants

- [Ancora Heart, INC.](https://planprovider.pro/companies/ancora-heart-inc-401k-plan) — 80 participants

- [Mcguff Company, INC.](https://planprovider.pro/companies/mcguff-company-inc-401k-plan) — 91 participants

- [Elixir Medical Corporation](https://planprovider.pro/companies/elixir-medical-corporation-plan) — 99 participants

- [Vertos Medical, INC.](https://planprovider.pro/companies/vertos-medical-inc-401k-plan) — 66 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/swift-health-systems-inc-plan)

© 2026 PlanProvider.Pro