· 2022–2024 · DOL EFAST2

S & W Company LLC — S & W Company LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250625144932NAL0011705808001

S & W Company LLC

Form 5500-SF

FILING_RECEIVED

S & W Company LLC 401(k) Plan

401(k) retirement plan · S & W Company LLC's S & W Company LLC 401(k) Plan held $1.8M in plan assets for 59 participants in 2024.

Active participants

59

Accounts w/ balance

30

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

24

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S & W COMPANY LLC.

Plan sponsor

Name

S & W COMPANY LLC

EIN

16-1475599all filings

Address

28 A MONROE STREET · ELLICOTTVILLE, NY · 14731

Phone

(716) 669-2537

Industry

Manufacturing

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

2025-06-25

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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