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Original filing (PDF)20250715052246NAL0003982914001
SWANK TEK INC
Form 5500
FILING_RECEIVED
SWANK TEK INC 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
139
Accounts w/ balance
123
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T.ROWE PRICE RETIREMENT 2050-R" is 27% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWANK TEK INC.
Plan sponsor
Name
SWANK TEK INC
EIN
20-5101999
Address
510 FRANKLIN AVENUE SUITE 8 · NUTLEY, NJ · 07110
Phone
(973) 542-8326
Industry
Professional & Technical 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAVIDSON DOYLE & HILTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $634 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | — | PORTLAND, OR | ADVISOR | $0 | — |
Investments
23 direct securities · 5 pooled funds· $3.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$3.3M
23 holdings
Common Collective Trust
$364K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $995K | 26.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $680K | 18.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $462K | 12.4% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $395K | 10.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $231K | 6.2% | |
| FRANKLIN SM CAP GR R | Registered Investment Companies | — | — | $140K | 3.8% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $128K | 3.5% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $84K | 2.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $74K | 2.0% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $69K | 1.9% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $64K | 1.7% | |
| MACQUARIE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $58K | 1.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $47K | 1.3% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $44K | 1.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $36K | 1.0% | |
| PGIM JENN NATURAL RESOURCES R | Registered Investment Companies | — | — | $34K | 0.9% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $31K | 0.8% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $23K | 0.6% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $14K | 0.4% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $10K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $10K | 0.3% | |
| PIMCO REAL RETURN - CLASS R | Registered Investment Companies | — | — | $10K | 0.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $6K | 0.2% | |
| AMERCENT STRATALLO MODERATE -R | Registered Investment Companies | — | — | $5K | 0.1% | |
| PIMCO TOTAL RETURN FUND - R 803 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $4K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $3K | <0.1% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $2K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $2K | <0.1% |
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