· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SWISSTURN/USA, INC. — SWISSTURN/USA, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711053221NAL0006046977001
SWISSTURN/USA, INC.
Form 5500-SF
FILING_RECEIVED
SWISSTURN/USA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
70
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SWISSTURN/USA, INC.
.
Find decision makers
Plan sponsor
Name
SWISSTURN/USA, INC.
EIN
04-2943867
Address
21 DANA ROAD · OXFORD, MA · 01540
Phone
(508) 987-6211
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
EXCELCO/NEWBROOK, INC.
EXCELCO/NEWBROOK 401(K) PROFIT SHARING PLAN & TRUST
$5.1M · 40 participants
P & F MACHINING, INC.
P & F MACHINING, INC. 401(K) PLAN
$5.1M · 64 participants
CT HONE, INC.
CT HONE, INC. PROFIT SHARING PLAN
$5.1M · 5 participants
JOINT PRODUCTION TECHNOLOGY, INC.
JOINT PRODUCTION TECHNOLOGY 401(K) PLAN & TRUST
$5.1M · 12 participants
TOPURA AMERICA FASTENER, INC.
TAF 401(K) PLAN
$5.2M · 81 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMMONWEALTH MACHINING LLC
JEWETT MACHINE 401(K) & PROFIT SHARING PLAN
$5.1M · 35 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B