Plan Ledger DOL Form 5500 · updated monthly

Swarovski Optik North America, LTD.401(k)

SWAROVSKI OPTIK NORTH AMERICA RETIREMENT SAVINGS PLAN · CRANSTON, RI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Swarovski Optik North America, LTD. reported $27,442 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,401 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.

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 134th-largest of 286 plans among Rhode Island employers on file, and the 6,597th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,895,190
Participants with balances124
Active participants115
Employer contributions$391,078
Employee contributions$703,047
Employer contribution per active participant$3,401
Average account balance$136,252
Benefits paid to participants$427,075
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,669
Investment management$12,773
Total administrative$27,442
The Swarovski Optik North America, LTD. 401(k) match · 2024
Employer contribution per active participant$3,401
Median for plans this size$2,416

Swarovski Optik North America, LTD.'s 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,669
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$10,000

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

Administrative cost history1
2024$27,442 · 0.17%
Same employer
Similar plansManufacturing · Rhode Island
A.T. Cross Company LLC RI$21.8M · 0.19%
Atw Companies, Inc. RI$21.7M · 0.37%
Cooley, Incorporated RI$21.1M · 0.24%
Atrion, Inc. RI$16.0M · 0.43%
Tri-Mack Plastics Mfg Corp RI$15.3M · 0.28%
F.A.F., Incorporated RI$13.2M · 0.00%
Nelipak Corporation RI$12.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050456859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.