Plan Snapshot
- Plan Sponsor: Swiss-American Cdmo, LLC
- Sponsor EIN: 475678076
- Sponsor Address: 2055 LUNA ROAD, #126, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $7.2M
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 | 233 | $7.2M | $340,823 | $577,282 |
| 2023 | 283 | $6.2M | $334,394 | $540,204 |
| 2022 | 374 | $4.7M | $290,752 | $465,848 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA — Auditor
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 | $49,596 | — | $49,596 | — | — |
| 2023 | $52,739 | — | $52,739 | — | — |
| 2022 | $18,982 | — | $18,982 | — | — |