Retirement plan

SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: SWB HOLDINGS, INC. - SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2025) Form 5500
Creator: SWB HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, SWB HOLDINGS, INC.

SWB HOLDINGS, INC.EIN 45-4193794Plan #002PY 2025

2642 SOUTHWEST 4TH STREET - REDMOND, OR 97756541-548-7341

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+46.4% from 2024

Total participants

-11.3% from 2024

Average account balance

$107,451

+61.9% from 2024

Annual return

34.95%

+34.95 pp from 2024

Benchmarks

See 355 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort355 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2O2J2K2H

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$378K

$8801 / participant

Other / not subdivided$378K100.0%

% of EOY assets

7.493%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$107,451

$98,652+8.9%

$142,942-24.8%

$82,448+30.3%

Participation rate

100.0%

72.8%+27.2pp

76.8%+23.2pp

68.1%+31.9pp

Annual return

34.95%

22.65%+12.3pp

113.70%-78.7pp

41.64%-6.7pp

Employer contribution / active EE

$9,284

$3,211+189.1%

$4,139+124.3%

$2,551+263.9%

Participant deferral / active EE

$5,580-100.0%

$7,128-100.0%

$4,139-100.0%

Admin fee / account holder

$8,052

$8,078-0.3%

$12,475-35.5%

$7,234+11.3%

SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWB HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion