Plan Ledger DOL Form 5500 · updated monthly

Swing Education, Inc.401(k)

SWING EDUCATION 401(K) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Swing Education, Inc. reported $20,735 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $9 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,476th of 9,483), and 1,610th of 2,534 in administrative & support services. In 2024, employees put in $14.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,787,039
Participants with balances372
Active participants6,119
Employer contributions$53,103
Employee contributions$758,980
Employer contribution per active participant$9
Average account balance$10,180
Benefits paid to participants$1,077,096
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,735
Total administrative$20,735
The Swing Education, Inc. 401(k) match · 2024
Employer contribution per active participant$9
Median for plans this size$1,313

Swing Education, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241

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$20,735 · 0.56%
Similar plansAdministrative & Support Services · California
Arborworks, Inc. CA$4.1M · 1.98%
Rivo Holdings, LLC CA$4.0M · 1.03%
Vcheck Global, LLC CA$4.0M · 0.66%
Suna Solutions, Inc. CA$3.7M · 1.41%
Tezerakt LLC CA$3.7M · 0.22%
Prosum, Inc. CA$3.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474349654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.