Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
SOUTH WEST INDUSTRIES, INC. D/B/A ANDERSON ELEVATOR COMPANY
EIN 36-3227341individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
47
2801 SOUTH 19TH AVENUE - BROADVIEW, IL 60155708-345-9710LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 47 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#001
SOUTH WEST INDUSTRIES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$8.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTH WEST INDUSTRIES, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.9M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH WEST INDUSTRIES, INC. PROFIT SHARING PLAN | ProfitSharing | $8.9M | 25 | 2024 | |
| 002 | SOUTH WEST INDUSTRIES, INC. CASH BALANCE PLAN & TRUST | CashBalance | $1.9M | 22 | 2024 |
Retirement plans