# The Swatch Group (U.S.) INC. DC Plan
Source: https://planprovider.pro/companies/the-swatch-group-u-s-inc-plan-003

> The Swatch Group (U.S.) INC.'s DC plan: 962 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Swatch Group (U.S.) INC.

- **Sponsor EIN:** 132972171

- **Sponsor Address:** 800 WATERFORD WAY, MIAMI, FL, 33126

- **Plan Type:** DC

- **Total Participants:** 962

- **Total Assets:** $74.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|962|$74.7M|$1.7M|$4.0M|

| 2023|883|$64.3M|$1.6M|$3.6M|

| 2022|813|$56.7M|$1.5M|$3.2M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$79,612|—|$79,612|

| NEWPORT TRUST COMPANY|TRUSTEE|$18,391|—|$18,391|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,003

- **Estimated Expense Ratio:** 0.131% 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|$98,003|—|$59,055|—|—|

| 2023|$89,446|—|$62,028|—|—|

| 2022|$77,142|—|$61,536|—|$15,606|

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