Swing Education 401(k) match, vesting and fees
What Swing Education'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Swing Education: employer contribution per participant | $143 | |
| Peer median | $1,495 |
| Swing Education: average balance | $10,180 | |
| Peer median | $34,563 |
| Swing Education: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,184 | $3.8M | $53K | $143 | 0.56% | Not published | Form 5500 ↗ |
Common questions
Does Swing Education match 401(k) contributions?
The match terms for the Swing Education 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $53K in employer contributions, about $143 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swing Education 401(k) match vested?
The vesting schedule for the Swing Education 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swing Education 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Swing Education, Inc..
I left Swing Education. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swing Education, Inc., (650) 413-9268) or the recordkeeper, Fidelity Investments Institutional. The Swing Education old 401(k) page lists the contacts from every plan filing. Find an old Swing Education 401(k)
Data from the public Form 5500 annual reports Swing Education filed with the U.S. Department of Labor (plan years 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 Swing Education. Not financial advice. Report a correction · Methodology