Swinerton 401(k) & Savings Plan
Sponsored by Swinerton Incorporated · EIN 931132374 · Plan #001
- Total assets
- $832M
- Net assets
- $832M
- Active participants
- 2,707
- With balances
- 4,414
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $508,129 |
| Baker Tilly Us, Llp | Accounting, Other fees | $0 |
| Chartwell Financial Advisory, Inc | Valuation, Other fees | $0 |
| Nfp Retirement | Investment advisory (plan), Other fees | $0 |