Plan Ledger DOL Form 5500 · updated monthly

Swiss-American Cdmo, LLC401(k)

SWISS-AMERICAN CDMO 401(K) SAVINGS PLAN · CARROLLTON, TX · plan year 2025

Reported admin expense ratio · 2025
0.76%

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

Swiss-American Cdmo, LLC reported $60,693 in plan administrative expenses for 2025: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,843 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 3 years on file its reported administrative ratio rose from 0.41% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,260th of 5,688), and 9,344th of 13,661 in manufacturing. In 2025, employees put in $1.79 for every $1.00 the employer contributed; active participation has shrunk from 374 to 196 since 2022.

Plan summary
Net assets, end of year$8,724,657
Participants with balances156
Active participants196
Employer contributions$361,303
Employee contributions$647,070
Employer contribution per active participant$1,843
Average account balance$55,927
Benefits paid to participants$688,163
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA
Plan history4
Yearassets · accounts · employer contribution
2025$8.7M · 156 accts · $361K emplr
2024$7.2M · 157 accts · $341K emplr
2023$6.2M · 161 accts · $334K emplr
2022$4.7M · 152 accts · $291K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,693
Total administrative$60,693
The Swiss-American Cdmo, LLC 401(k) match · 2025
Employer contribution per active participant$1,843
Median for plans this size$1,464
2025$1,843 per active participant
2024$1,463 per active participant
2023$1,182 per active participant
2022$777 per active participant

Swiss-American Cdmo, LLC's 2025 employer contribution ran above the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PROSPERA FINANCIAL SERVICES INC · Investment advisory (plan)$19,201
LOREN D. STARK COMPANY · Contract administrator$11,172
EMPOWER ADVISORY GROUP, LLC · Investment management$1,960

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

Administrative cost history4
2025$60,693 · 0.76%
2024$49,596 · 0.74%
2023$52,739 · 0.97%
2022$18,982 · 0.41%
Same employer
Similar plansManufacturing · Texas
Hunter Buildings, LLC TX$8.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475678076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.