Plan Ledger DOL Form 5500 · updated monthly

Swat Group, Inc.401(k)

SWAT GROUP, INC. 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.24%

Swat Group, Inc. reported $3,326 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,882nd of 1,936), and 2,132nd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$1,212,318
Participants with balances87
Active participants142
Employer contributions—
Employee contributions$298,933
Employer contribution per active participant—
Average account balance$13,935
Benefits paid to participants$385,190
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,326
Total administrative$3,326
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,326 · 0.24%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Psab Enterprises Inc WI$1.5M · 0.03%
Paloma Legacy LLC WI$1.2M · 1.09%
Mayfair Integrated, Inc. WI$1.1M · 0.25%
O'Brien Services Inc. WI$737K · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843947784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.