Original filing (PDF)20250922093003NAL0005429264001

SWEDISH INSTITUTE, INC.

Name: SWEDISH INSTITUTE, INC. — SWEDISH HOLDINGS 401(K) PLAN, Form 5500 (2024)
Creator: SWEDISH INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

SWEDISH HOLDINGS 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

191

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWEDISH INSTITUTE, INC..

Plan sponsor

Name

SWEDISH INSTITUTE, INC.

EIN

13-1786132

Address

226 WEST 26TH STREET · 7TH FLOOR · NEW YORK, NY · 10001

Phone

(212) 924-5900

Industry

Educational Servicessee 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

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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