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Original filing (PDF)20251013154037NAL0001639777001
S.W. BAJUS, LTD.
Form 5500
FILING_RECEIVED
S.W. BAJUS, LTD. 401K PLAN & TRUST
401(k) retirement plan
Active participants
69
Accounts w/ balance
118
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.W. BAJUS, LTD..
Plan sponsor
Name
S.W. BAJUS, LTD.
EIN
23-2133785
Address
595 EAST LANCASTER AVENUE · SUITE 203 · ST. DAVIDS, PA · 19087
Phone
(610) 527-4800
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH MCLENNAN AGENCY SECURITIES | 22-3570392 | — | NONE | $31K | — |
Investments
17 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Admiral 500 Index | — | — | — | $2.1M | 26.1% | |
| Fidelity Balanced | — | — | — | $1.3M | 16.3% | |
| Harbor Capital Harbor Capital Appreciation | — | — | — | $941K | 11.9% | |
| Charles Schwab Government Money Fund | — | — | — | $908K | 11.5% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | — | $484K | 6.1% | |
| American Funds Target Date 2040 | — | — | — | $384K | 4.9% | |
| Putnam Large Cap Value | — | — | — | $331K | 4.2% | |
| American Funds Target Date 2050 | — | — | — | $321K | 4.1% | |
| MFS Intl Diversification | — | — | — | $300K | 3.8% | |
| JP Morgan Mid Cap Growth Mutual Fund | — | — | — | $280K | 3.5% | |
| Fidelity Low-Priced Stock | — | — | — | $193K | 2.4% | |
| Columbia Small Cap Value II | — | — | — | $129K | 1.6% | |
| Participant loans 3.00% - 8.50% | — | — | — | $94K | 1.2% | |
| American Funds Target Date 2030 | — | — | — | $87K | 1.1% | |
| American Funds Target Date 2020 | — | — | — | $79K | 1.0% | |
| American Funds Target Date 2060 | — | — | — | $27K | 0.3% | |
| Charles Schwab Deposit Cash Account | — | — | — | $2K | <0.1% |
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