Swickard Corporation401(k)
SWICKARD AUTO GROUP RETIREMENT PLAN · GLADSTONE, OR · plan year 2024
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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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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.