How big is SWH Investments, Inc.'s plan?

SWH Investments, Inc.'s plan reported $688K in assets and 35 participants for 2024.

Original filing (PDF)20250702170610NAL0020165312001

SWH Investments, Inc.

Name: SWH Investments, Inc. — SWH Investments 401(k) Plan, Form 5500 (2024)
Creator: SWH Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWH Investments 401(k) Plan

401(k) retirement plan · SWH Investments, Inc.'s SWH Investments 401(k) Plan held $688K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

People on this filing

Chris Reynolds signed SWH Investments, Inc.'s 2024 Form 5500 as plan administrator.

Chris Reynolds — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SWH Investments, Inc.'s EIN is 20-4055314.

EIN 20-4055314

Plan number 001

Plan year 2024

ACK ID 20250702170610NAL0020165312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWH Investments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWH Investments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWH INVESTMENTS, INC..

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score