AUMdb

Swagelok Retirement Savings Plan

Sponsored by Swagelok Company · EIN 340688825 · Plan #002

Total assets
$2.9B
Net assets
$2.6B
Active participants
4,408
With balances
6,489

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Inv. Inst. Ops. Co. Participant loan processing, Account maintenance fees, Recordkeeping fees $802,533