· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SZOKE IRON WORKS, INC. — SZOKE IRON WORKS 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230406130350NAL0000462241001
SZOKE IRON WORKS, INC.
Form 5500-SF
FILING_RECEIVED
SZOKE IRON WORKS 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SZOKE IRON WORKS, INC.
.
Find decision makers
Plan sponsor
Name
SZOKE IRON WORKS, INC.
EIN
23-2645110
Address
1115 RIVERVIEW DRIVE · WALNUTPORT, PA · 18088
Phone
(610) 760-9565
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-06
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
CAST SPECIALTIES, INC.
CAST SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST
$1.5M · 25 participants
SUFFOLK IRON WORKS, INC.
SUFFOLK IRON WORKS, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 40 participants
M.J. LATHERN CO., INC.
M.J. LATHERN CO., INC. 401(K) PROFIT SHARING PLAN
$1.5M · 88 participants
GONZALES MACHINE & FORGE, INC.
GONZALES MACHINE & FORGE, INC. 401(K) PLAN
$1.5M · 12 participants
ISLAND STEEL & DETAILING CORP.
ISLAND STEEL & DETAILING CORP. 401(K) PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 11 participants
HYUNDAI STEEL AMERICA, INC
HYUNDAI STEEL AMERICA, INC.
$1.5M · 78 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B