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Original filing (PDF)20251007101435NAL0004421041001
S.W. ELECTRONICS AND MANUFACTURING CORPORATION
Form 5500
FILING_RECEIVED
SW ELECTRONICS AND MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~98 bps in Sched C feesNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
98
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 88% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.W. ELECTRONICS AND MANUFACTURING CORPORATION.
Plan sponsor
Name
S.W. ELECTRONICS AND MANUFACTURING CORPORATION
EIN
22-1766038
Address
1215 NORTH CHURCH STREET · MOORESTOWN, NJ · 08057
Phone
(856) 222-9900
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREWELL ADMINISTRATORS INC | 22-2752206 | MARLTON, NJ | TPA | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $15K | — |
Investments
48 direct securities · 1 pooled fund· $4.1M(100% 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.
Uncategorized
$2.1M
48 holdings
Pooled Separate Account
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $2.0M | 97.4% | |
| YourPath Passive 2020 Moderate | — | — | — | $312K | 14.9% | |
| YourPath Passive 2010 Moderate | — | — | — | $220K | 10.5% | |
| YourPath Passive 2040 Moderate | — | — | — | $206K | 9.8% | |
| YourPath Passive 2030 Moderate | — | — | — | $188K | 9.0% | |
| YourPath Passive 2035 Moderate | — | — | — | $151K | 7.2% | |
| YourPath Passive 2025 Moderate | — | — | — | $123K | 5.9% | |
| Vanguard 500 Index | — | — | — | $115K | 5.5% | |
| YourPath Passive 2050 Moderate | — | — | — | $100K | 4.8% | |
| SS Rsl Large Cap Growth | — | — | — | $93K | 4.4% | |
| Vanguard Value Index Admiral | — | — | — | $62K | 2.9% | |
| VG Mid Cap Growth Index Admiral | — | — | — | $56K | 2.7% | |
| YourPath Passive 2045 Moderate | — | — | — | $51K | 2.4% | |
| YourPath Passive 2055 Moderate | — | — | — | $45K | 2.2% | |
| YourPath Passive 2015 Moderate | — | — | — | $40K | 1.9% | |
| VG Mid Cap Value Index Admiral | — | — | — | $35K | 1.7% | |
| Lincoln Stable Value Account | — | — | — | $28K | 1.3% | |
| Notes Receivable From Participants | — | — | — | $27K | 1.3% | |
| Vanguard Tot World Stk Idx | — | — | — | $26K | 1.2% | |
| YourPath Passive 2060 Moderate | — | — | — | $25K | 1.2% | |
| VG LifeStrategy Growth | — | — | — | $18K | 0.9% | |
| Loomis Sayles Core Plus | — | — | — | $17K | 0.8% | |
| YourPath Passive 2045 Agg | — | — | — | $15K | 0.7% | |
| YourPath Passive 2065 Agg | — | — | — | $14K | 0.7% | |
| DFA US Core Eqty | — | — | — | $13K | 0.6% | |
| American Century Rel | — | — | — | $13K | 0.6% | |
| YourPath Passive 2045 Con | — | — | — | $12K | 0.6% | |
| VG LifeStrategy Income | — | — | — | $12K | 0.6% | |
| YourPath Passive 2060 Agg | — | — | — | $11K | 0.5% | |
| PIMCO Cmdty RI Retrn | — | — | — | $11K | 0.5% | |
| Vanguard Small Cap Growth Index | — | — | — | $10K | 0.5% | |
| VG LifeStrategy Moderate Growth | — | — | — | $8K | 0.4% | |
| SS Rsl Small Cap Value | — | — | — | $8K | 0.4% | |
| YourPath Passive 2065 Moderate | — | — | — | $7K | 0.3% | |
| VG High Yield Corp Admiral | — | — | — | $6K | 0.3% | |
| VG LifeStrategy Conservative Growth | — | — | — | $4K | 0.2% | |
| VG Dev Markets Idx Admrl | — | — | — | $4K | 0.2% | |
| YourPath Passive 2060 Con | — | — | — | $2K | <0.1% | |
| YourPath Passive 2030 Con | — | — | — | $1K | <0.1% | |
| Vanguard Int Grw Admrl | — | — | — | $1K | <0.1% | |
| VG Int Val Inv | — | — | — | $1K | <0.1% | |
| YourPath Passive 2035 Agg | — | — | — | $895 | <0.1% | |
| YourPath Passive 2010 Agg | — | — | — | $471 | <0.1% | |
| AmerFunds Int Grw&Inc | — | — | — | $112 | <0.1% | |
| YourPath Passive RInc Moderate | — | — | — | $50 | <0.1% | |
| Baird Aggregate Bond Inst | — | — | — | $23 | <0.1% | |
| VG Inflation Protectd Sec | — | — | — | $6 | <0.1% | |
| VG Emerging Market Stock Admiral | — | — | — | $5 | <0.1% | |
| YourPath Passive 2015 Agg | — | — | — | $5 | <0.1% |
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