# Swinerton Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/swinerton-incorporated-401k-plan

> Swinerton Incorporated's 401(k) plan: 2,707 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swinerton Incorporated

- **Sponsor EIN:** 931132374

- **Sponsor Address:** 2001 CLAYTON ROAD, CONCORD, CA, 945202405

- **Plan Type:** 401(k)

- **Total Participants:** 2,707

- **Total Assets:** $831.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|2,707|$831.5M|$23.0M|$28.4M|

| 2023|2,488|$747.6M|$31.0M|$26.1M|

| 2022|2,280|$687.4M|$35.9M|$23.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$508,129|$5,856|$513,985|

| NFP RETIREMENT|INVESTMENT ADVISORY|—|$57,500|$57,500|

| BAKER TILLY US, LLP|ACCOUNTANT|—|$34,700|$34,700|

| CHARTWELL FINANCIAL ADVISORY, INC|VALUATION SERVICES|—|$19,500|$19,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $625,685

- **Estimated Expense Ratio:** 0.075% 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|$508,129|—|$508,129|—|—|

| 2023|$633,463|—|$633,463|—|—|

| 2022|$542,543|—|$542,543|—|—|

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