Plan Ledger DOL Form 5500 · updated monthly

Swickard Corporation401(k)

SWICKARD AUTO GROUP RETIREMENT PLAN · GLADSTONE, OR · plan year 2024

Reported admin expense ratio · 2024
0.72%

Swickard Corporation reported $298,120 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. 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 0.52% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 198th-largest of 1,021 plans among Oregon employers on file, and the 698th of 5,215 in retail trade. active participation has grown from 1,588 to 2,533 since 2022.

Plan summary
Net assets, end of year$45,858,715
Participants with balances2,152
Active participants2,533
Employer contributions—
Employee contributions$6,085,155
Employer contribution per active participant—
Average account balance$21,310
Benefits paid to participants$6,663,125
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.9M · 2,152 accts
2023$36.8M · 1,963 accts
2022$31.7M · 1,445 accts · $633 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$235,604
Investment management$62,516
Total administrative$298,120
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$235,604
MORGAN STANLEY GLOBAL · Investment advisory (plan)$62,516

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$298,120 · 0.72%
2023$176,633 · 0.52%
2022$140,780 · 0.52%
Similar plansRetail Trade · Oregon
Tec Equipment, Inc. OR$84.2M · 0.29%
New Seasons Market LLC OR$69.5M · 0.40%
Roth Iga Foodliner, Inc. OR$44.5M · 0.28%
Market of Choice, Inc. OR$39.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453307099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.