# Swisstex California, INC. 401(k) Plan
Source: https://planprovider.pro/companies/swisstex-california-inc-401k-plan

> Swisstex California, INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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