Plan Snapshot
- Plan Sponsor: Swift Response Holdings, Lllp
- Sponsor EIN: 275251756
- Sponsor Address: 1870 N. CORPORATE LAKES BLVD, WESTON, FL, 33326
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $12.0M | $932,315 | $653,921 |
| 2023 | 133 | $9.4M | $953,683 | $603,215 |
| 2022 | 142 | $6.6M | $734,448 | $541,095 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $638 | — | $638 | — | — |
| 2023 | $3,579 | — | $3,579 | — | — |
| 2022 | $262 | — | $262 | — | — |