Plan Snapshot
- Plan Sponsor: Swisslog Logistics, INC
- Sponsor EIN: 541312235
- Sponsor Address: 161 ENTERPRISE DR, NEWPORT NEWS, VA, 236031369
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $69.4M
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 | 483 | $69.4M | $3.8M | $4.4M |
| 2023 | 453 | $57.2M | $3.5M | $4.0M |
| 2022 | 473 | $45.4M | $3.2M | $3.6M |
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 | $101,578 | — | $101,578 |
| RBC WEALTH MANAGEMENT | CONSULTANT | — | $24,500 | $24,500 |
| DOEREN MAYHEW ASSURANCE | OTHER SERVICES | — | $15,500 | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — CONSULTANT
- DOEREN MAYHEW ASSURANCE — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,578
- Estimated Expense Ratio: 0.204% 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 | $101,578 | — | $101,578 | — | — |
| 2023 | $95,248 | — | $95,248 | — | — |
| 2022 | $115,999 | — | $115,999 | — | — |