Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWANK ENTERPRISES INC
EIN 81-0302197constructionLatest filing 2025
Plans
2
Retirement
2
$84.6M assets
Welfare
0
Participants
404
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 / $84.6M assets / 404 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- (Not disclosed)93%
- GREAT-WEST LIFE & ANNUITY INSURANCE7%
Participants 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#008
SWANK ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
ESOP
Assets$78.7M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SWANK ENTERPRISES INC DAVIS-BACON PENSION PLAN AND TRUST
MoneyPurchase
Assets$5.9M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | SWANK ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | ESOP | $78.7M | 83 | 2025 | |
| 006 | SWANK ENTERPRISES INC DAVIS-BACON PENSION PLAN AND TRUST | MoneyPurchase | $5.9M | 321 | 2024 |
Retirement plans