# Swk Technologies 401(k) Plan
Source: https://planprovider.pro/companies/swk-technologies-401k-plan

> Swk Technologies's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VALMARK ADVISERS, INC.|ADVISOR|$30,341|—|$30,341|

| PAYCHEX, INC.|RECORDKEEPER|$21,908|—|$21,908|

| PKF O?CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [PKF O?CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,249

- **Estimated Expense Ratio:** 0.357% 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|$55,403|$32,867|$21,676|—|—|

| 2023|$51,906|$24,976|$21,398|—|—|

| 2022|$43,350|$23,060|$20,290|—|—|

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