Plan Snapshot
- Plan Sponsor: Swisstex California, INC.
- Sponsor EIN: 954561437
- Sponsor Address: 13660 S FIGUEROA ST, LOS ANGELES, CA, 90061
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $7.4M
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 | 103 | $7.4M | $0 | $343,914 |
| 2023 | 118 | $6.5M | $0 | $366,092 |
| 2022 | 149 | $6.1M | $0 | $438,651 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $14,387 | — | $14,387 |
| MERRILL LYNCH RETIREMENT & BENEFIT | NONE | $13,193 | — | $13,193 |
| THONG,YU,WONG AND LEE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THONG,YU,WONG AND LEE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,580
- Estimated Expense Ratio: 0.370% 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 | $27,656 | $27,656 | — | — | — |
| 2023 | $30,052 | $12,012 | $18,040 | — | — |
| 2022 | $30,819 | $12,096 | $18,723 | — | — |