# Swnb Bancorp INC 401(k) Plan
Source: https://planprovider.pro/companies/swnb-bancorp-inc-401k-plan

> Swnb Bancorp INC's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swnb Bancorp INC

- **Sponsor EIN:** 731696442

- **Sponsor Address:** 6901 CORPORATE DR, HOUSTON, TX, 77036

- **Plan Type:** 401(k)

- **Total Participants:** 142

- **Total Assets:** $15.2M

## 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|142|$15.2M|$231,967|$1.1M|

| 2023|137|$12.5M|$232,330|$972,906|

| 2022|131|$9.8M|$211,861|$780,884|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$43,115|—|$43,115|

| OSAIC WEALTH INC|BROKER/ADVISER|—|$29,291|$29,291|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,771|—|$9,771|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,177

- **Estimated Expense Ratio:** 0.542% 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|$52,886|$9,771|—|—|—|

| 2023|$37,418|$6,584|—|—|—|

| 2022|$34,266|$5,797|$28,469|—|—|

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