Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWISS MANAGEMENT, LTD.
EIN 11-3259654telecommunicationsLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWISS MANAGEMENT, LTD. PENSION PLAN
CashBalance
Assets$1.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SWISS MANAGEMENT, LTD. RETIREMENT PLAN
401k
Assets$588K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWISS MANAGEMENT, LTD. PENSION PLAN | CashBalance | $1.0M | 12 | 2025 | |
| 001 | SWISS MANAGEMENT, LTD. RETIREMENT PLAN | 401k | $588K | 12 | 2025 |
Retirement plans