Swanson Health Products 401(k) match, vesting and fees
What Swanson Health Products' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Swanson Health Products: employer contribution per participant | $907 | |
| Peer median | $928 |
| Swanson Health Products: average balance | $50,766 | |
| Peer median | $40,685 |
| Swanson Health Products: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.3M at the end of plan year 2023 to $29.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 602 | $29.5M | $527K | $907 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 620 | $24.3M | $541K | $936 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Swanson Health Products match 401(k) contributions?
The match terms for the Swanson Health Products, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $527K in employer contributions, about $907 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swanson Health Products 401(k) match vested?
The vesting schedule for the Swanson Health Products, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swanson Health Products 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Swanson Health Products, Inc..
I left Swanson Health Products. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swanson Health Products, Inc., (701) 356-2701) or the recordkeeper, Schwab Retirement Plan Services,inc. The Swanson Health Products old 401(k) page lists the contacts from every plan filing. Find an old Swanson Health Products 401(k)
Data from the public Form 5500 annual reports Swanson Health Products filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Swanson Health Products. Not financial advice. Report a correction · Methodology