Plan Snapshot
- Plan Sponsor: Victorinox Swiss Army, INC.
- Sponsor EIN: 132797726
- Sponsor Address: 7 VICTORIA DRIVE, MONROE, CT, 06468
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $37.7M
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 | 145 | $37.7M | $356,920 | $1.1M |
| 2023 | 149 | $35.4M | $250,952 | $1.1M |
| 2022 | 153 | $32.6M | $289,505 | $1.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $22,962 | $1,991 | $1,477 | — | — |
| 2023 | $23,670 | $1,987 | $1,577 | — | — |
| 2022 | $35,453 | $1,563 | — | — | — |