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Sponsor portfolio

SWIFT AND MCCORMICK METAL PROCESSOR

EIN 93-0595049-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
20
940 HWY 99 NO - EUGENE, OR 97402541-688-8897
Plans on this EIN
2 filings
#001ProfitSharing-$2.8M - 10 part#002ProfitSharing-$1.9M - 10 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • COMBINATION PROTOTYPE PLAN (#001)60%
  • COMBINATION PROTOTYPE PLAN (#002)40%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMBINATION PROTOTYPE PLAN (#001)10
  • COMBINATION PROTOTYPE PLAN (#002)10
Total 20Click 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#001

STANDARDIZED COMBINATION PROTOTYPE PLAN

ProfitSharing

Assets$2.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STANDARDIZED COMBINATION PROTOTYPE PLAN

ProfitSharing

Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STANDARDIZED COMBINATION PROTOTYPE PLANProfitSharing$2.8M102025
002STANDARDIZED COMBINATION PROTOTYPE PLANProfitSharing$1.9M102025
Retirement plans
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