What public Form 5500 filings show about the Swartz & Sons Distributors, Inc. 401(k) plan — and how to find and check your own account.
Swartz & Sons Distributors, Inc. (EIN 52-1075636) reports SWARTZ & SONS DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $10.6M in plan assets across 68 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Swartz & Sons Distributors, Inc. filing — schedules, fees, and providers.
Swartz & Sons Distributors, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Swartz & Sons Distributors, Inc.HR for the recordkeeper’s name and login.
