Plan Snapshot
- Plan Sponsor: Swk Technologies
- Sponsor EIN: 412137529
- Sponsor Address: 120 EAGLE ROCK AVE STE 330, EAST HANOVER, NJ, 079363159
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $14.6M
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 | 183 | $14.6M | $533,935 | $1.7M |
| 2023 | 189 | $11.8M | $262,602 | $1.6M |
| 2022 | 170 | $8.6M | $215,648 | $1.3M |
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 |
|---|---|---|---|---|
| PKF O?CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O?CONNOR DAVIES, LLP — 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 | $55,403 | $32,867 | $21,676 | — | — |
| 2023 | $51,906 | $24,976 | $21,398 | — | — |
| 2022 | $43,350 | $23,060 | $20,290 | — | — |