Original filing (PDF)20250730131813NAL0004134145001

SWISS MANAGEMENT, LTD.

Name: SWISS MANAGEMENT, LTD. — SWISS MANAGEMENT, LTD. PENSION PLAN, Form 5500 (2024)
Creator: SWISS MANAGEMENT, LTD.

Form 5500-SF

FILING_RECEIVED

SWISS MANAGEMENT, LTD. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$728K

Net assets (EOY)

$728K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWISS MANAGEMENT, LTD..

Plan sponsor

Name

SWISS MANAGEMENT, LTD.

EIN

11-3259654

Address

320 OLD COUNTRY RD STE 204 · GARDEN CITY, NY · 115301703

Phone

(516) 742-5030

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

HAWAII WORKS, INC.

HAWAII WORKS, INC. HEALTH & WELFARE PLAN

$728K

BARROWS CONTRACTING, INC.

BARROWS CONTRACTING 401(K) PLAN

$728K · 10 participants

ROSTI CONSTRUCTION COMPANY OF MN, INC.

ROSTI CONSTRUCTION CO. 401(K) PLAN

$728K · 4 participants

KRFC CUSTOM WOODWORKING, INC.

KRFC CUSTOM WOODWORKING, INC. 401(K) PROFIT SHARING PLAN

$729K · 4 participants

GRIFFITH CONSTRUCTION CONSULTANTS, INC.

GRIFFITH CONSTRUCTION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN