SWBC Professional Employer Services V 401(k) match, vesting and fees
What SWBC Professional Employer Services V's 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 | Slavic Integrated Administration | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| SWBC Professional Employer Services V: employer contribution per participant | $1,117 | |
| Peer median | $2,514 |
| SWBC Professional Employer Services V: average balance | $29,289 | |
| Peer median | $122,517 |
| SWBC Professional Employer Services V: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.05% |
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 $155M at the end of plan year 2023 to $201M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,911 | $201M | $7.7M | $1,117 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 12,321 | $155M | $6.4M | $1,029 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does SWBC Professional Employer Services V match 401(k) contributions?
The match terms for the Swbc Professional Employer Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $1,117 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SWBC Professional Employer Services V 401(k) match vested?
The vesting schedule for the Swbc Professional Employer Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SWBC Professional Employer Services V 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Slavic Integrated Administration. The plan administrator is Swbc Professional Employer Services V, LLC.
I left SWBC Professional Employer Services V. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swbc Professional Employer Services V, LLC, (830) 980-1200) or the recordkeeper, Slavic Integrated Administration. The SWBC Professional Employer Services V old 401(k) page lists the contacts from every plan filing. Find an old SWBC Professional Employer Services V 401(k)
Data from the public Form 5500 annual reports SWBC Professional Employer Services V 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 SWBC Professional Employer Services V. Not financial advice. Report a correction · Methodology