Plan Ledger DOL Form 5500 · updated monthly

Swarco McCain, Inc.401(k)

SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN · VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Swarco McCain, Inc. reported $74,317 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,483 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 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,879th-largest of 9,483 plans among California employers on file, and the 6,302nd of 13,661 in manufacturing. In 2024, employees put in $5.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,159,108
Participants with balances174
Active participants149
Employer contributions$220,895
Employee contributions$1,162,481
Employer contribution per active participant$1,483
Average account balance$104,363
Benefits paid to participants$1,660,035
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 174 accts · $221K emplr
2023$15.9M · 193 accts · $176K emplr
2022$13.1M · 178 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,317
Total administrative$74,317
The Swarco McCain, Inc. 401(k) match · 2024
Employer contribution per active participant$1,483
Median for plans this size$2,416
2024$1,483 per active participant
2023$1,161 per active participant
2022$920 per active participant

Swarco McCain, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$74,317
CONCURRENT INVESTMENT ADVISORS, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$74,317 · 0.44%
2023$62,835 · 0.43%
2022$64,039 · 0.45%
Same employer
Similar plansManufacturing · California
Gcm Medical and Oem, Inc. CA$18.5M · 0.46%
Saladinos, Inc. CA$18.3M · 0.21%
Lawrence Equipment, Inc. CA$18.1M · 0.19%
Proterra Powered LLC CA$18.1M · 0.10%
Getac, Inc. CA$18.1M · 0.05%
Supherb Farms CA$18.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330262207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.