Assets by plan
Share of aggregate retirement assets
Filings through .
Swank Enterprises Inc
EIN 81-0302197constructionLatest filing 2025
Plans
2
Retirement
2
$85.6M assets
Health & Benefits
0
Participants
370
PO BOX 568, 615 PONDERA AVE - VALIER, MT 594860568406-279-3241swankenterprises.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $85.6M assets / 370 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$78.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#008
SWANK ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
401(k)
Assets$78.7M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
SWANK ENTERPRISES INC DAVIS-BACON PENSION PLAN AND TRUST
Money purchase
Assets$6.9M
Participants287
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #008 | SWANK ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | 401(k) | $78.7M | 83 | 2025 |
| #006 | SWANK ENTERPRISES INC DAVIS-BACON PENSION PLAN AND TRUST | Money purchase | $6.9M | 287 | 2025 |
- #008 · 401(k) · 202583
- #006 · Money purchase · 2025287
Retirement plans