Plan Snapshot
- Plan Sponsor: Swift & Staley INC.
- Sponsor EIN: 610953661
- Sponsor Address: 115 CARLISLE COURT, PADUCAH, KY, 42001
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $14.4M
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 | 161 | $14.4M | $635,337 | $974,617 |
| 2023 | 158 | $12.5M | $635,432 | $850,649 |
| 2022 | 140 | $10.8M | $641,095 | $742,511 |
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 |
|---|---|---|---|---|
| CDH CPA, PLLC | 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 | $53,843 | — | $7,975 | — | — |
| 2023 | $45,894 | — | $4,350 | — | — |
| 2022 | $38,743 | — | — | — | — |