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  2. E.D. SWETT, INC.
Sponsor portfolio

E.D. SWETT, INC.

EIN 02-0228127-Construction-Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
89
8 INDUSTRIAL PARK DR - CONCORD, NH 03301603-224-7401edswett.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002ESOP-$4.2M - 51 part#001401k-$3.7M - 38 part

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 89 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#002)53%
  • SWETT, INC. 401(K) (#001)47%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)51
  • SWETT, INC. 401(K) (#001)38
Total 89Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

E.D. SWETT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.2M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

E.D. SWETT, INC. 401(K) PLAN

401k

Assets$3.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002E.D. SWETT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.2M512025
001E.D. SWETT, INC. 401(K) PLAN401k$3.7M382025
Retirement plans
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