Plan Ledger DOL Form 5500 · updated monthly

Swarovski U.S. Holdings LTD.401(k)

SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN · CRANSTON, RI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Swarovski U.S. Holdings LTD. reported $35,522 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $855 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 2 years on file its reported administrative ratio rose from 0.04% to 0.05%. 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 49th-largest of 286 plans among Rhode Island employers on file, and the 2,236th of 13,661 in manufacturing. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,665,202
Participants with balances1,224
Active participants1,719
Employer contributions$1,469,266
Employee contributions$2,059,134
Employer contribution per active participant$855
Average account balance$65,903
Benefits paid to participants$10,146,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.7M · 1,224 accts · $1.5M emplr
2023$76.8M · 1,233 accts · $1.4M emplr
2022$70.6M · 1,254 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,541
Audit (IQPA)$29,981
Total administrative$35,522
The Swarovski U.S. Holdings LTD. 401(k) match · 2024
Employer contribution per active participant$855
Median for plans this size$3,635
2024$855 per active participant
2023$875 per active participant
2022$959 per active participant

Swarovski U.S. Holdings LTD.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
CBIZ CPAS P.C. · Accounting / audit$22,050

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$35,522 · 0.05%
2023$33,031 · 0.04%
2022$34,654 · 0.04%
Same employer
Similar plansManufacturing · Rhode Island
Toray Plastics America, Inc. RI$396.9M · 0.12%
Teknor Apex Company RI$299.9M · 0.17%
Taco, Inc. RI$107.6M · 0.10%
Technic, Inc. RI$73.5M · 0.01%
Quantic Electronics, LLC RI$62.9M · 0.15%
The Moore Company RI$50.3M · 0.03%
Talaria Company, LLC RI$49.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050273019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.