Employers › SWBG Orlando Corporate Operations Group
Recordkeeping fees per participant · SWBG, LLC 401(k) Plan · plan year 2024
$47.45
Higher than 46% of the 1,697 plans $250M to 1B that report it.
= $379,777 / 8,003
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007092932NAL0004378513001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007092932NAL0004378513001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$49.03
Higher than 30% of the 2,324 plans $250M to 1B that report it.
= $392,416 / 8,003
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007092932NAL0004378513001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007092932NAL0004378513001, received 2025-10-07
Administrative expenses per participant
$59.50
Higher than 27% of the 2,405 plans $250M to 1B that report it.
= $476,166 / 8,003
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007092932NAL0004378513001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007092932NAL0004378513001, received 2025-10-07
Administrative expenses as a share of assets
0.177%
Higher than 89% of the 2,407 plans $250M to 1B that report it.
= $476,166 / $269,382,450
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007092932NAL0004378513001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007092932NAL0004378513001, received 2025-10-07
Employer contributions per participant
$278
Higher than 2% of the 2,457 plans $250M to 1B that report it.
= $2,225,965 / 8,003
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007092932NAL0004378513001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007092932NAL0004378513001, received 2025-10-07
Employer share of total contributions
16.7%
Higher than 9% of the 2,459 plans $250M to 1B that report it.
= $2,225,965 / $13,289,948
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007092932NAL0004378513001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007092932NAL0004378513001, received 2025-10-07
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007092932NAL0004378513001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SWBG, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Plan name | SWBG, LLC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Sponsor EIN / plan number | 38-3958040 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Sponsor location | ORLANDO, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Industry (business code) | 713100, Arts, entertainment, and recreation | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Participants, beginning of year | 17,751 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Active participants | 21,573 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Participants, end of year | 25,070 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Participants with an account balance | 8,003 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total assets, beginning of year | $262,521,555 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total assets, end of year | $269,382,450 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Net assets, end of year | $269,382,450 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total income | $43,352,639 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Net income | $6,860,895 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Employer contributions | $2,225,965 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Participant contributions | $9,537,586 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $1,526,397 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total contributions | $13,289,948 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Benefit payments | $35,865,164 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $36,491,744 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Total administrative expenses | $476,166 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Recordkeeping fees | $379,777 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Investment advisory and management fees | $83,750 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Administrative expenses excluding investment management | $392,416 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Held in common/collective trusts | $2,119,416 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Held in mutual funds | $252,416,140 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007092932NAL0004378513001, received 2025-10-07 |
| Independent auditor | WARREN AVERETT,LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007092932NAL0004378513001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007092932NAL0004378513001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 13 Contract administrator; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing | $379,777 | yes |
| ALLIANT INSURANCE SERVICES INC | NONE | 27 Investment advisory (plan) | $80,000 | no |
| ADVISED ASSETS GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $3,750 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007092932NAL0004378513001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $262,521,555 | $269,382,450 | 2.6% |
| Participants with a balance | 7,371 | 8,003 | 8.6% |
| Administrative expenses | $472,210 | $476,166 | 0.8% |
| Recordkeeping fees per participant | not reported | $47.45 | |
| Employer contributions | $2,678,653 | $2,225,965 | -16.9% |
Prior filing 20250502103933NAL0006405232001, received 2025-05-02; the plan years are contiguous.
Sponsor name as filed: SWBG, LLC; SEC registrant: SWBG Orlando Corporate Operations Group, LLC (CIK 1816572, matched by EIN).