Plan Ledger DOL Form 5500 · updated monthly

Swanson Group, Inc.401(k)

SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN · ROSEBURG, OR · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Swanson Group, Inc. reported $195,114 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,075 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.312%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 149th-largest of 1,021 plans among Oregon employers on file, and the 2,629th of 13,661 in manufacturing. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,410,308
Participants with balances979
Active participants720
Employer contributions$2,213,693
Employee contributions$3,304,951
Employer contribution per active participant$3,075
Average account balance$65,792
Benefits paid to participants$10,776,357
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.4M · 979 accts · $2.2M emplr
2023$60.8M · 983 accts · $2.3M emplr
2022$49.7M · 968 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,839
Investment management$72,599
Audit (IQPA)$22,676
Total administrative$195,114
The Swanson Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,075
Median for plans this size$3,635
2024$3,075 per active participant
2023$3,186 per active participant
2022$3,367 per active participant

Swanson Group, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$99,839
DESCHUTES INVESTMENT · Investment management$72,599
MOSS ADAMS LLP · Accounting / audit$22,676

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$195,114 · 0.31%
2023$150,964 · 0.27%
2022$170,062 · 0.31%
Same employer
Similar plansManufacturing · Oregon
Membrane Holdings LLC OR$66.7M · 0.28%
Radisys Corporation OR$64.7M · 0.10%
Planar Systems, Inc. OR$64.6M · 0.06%
Epson Portland Inc. OR$56.6M · 0.21%
R.B. Pamplin Corporation OR$52.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930475444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.