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Original filing (PDF)20251014155232NAL0001646419001
SWINGTECH CONSULTING, INC.
Form 5500
FILING_RECEIVED
SWINGTECH CONSULTING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
214
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
33 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
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWINGTECH CONSULTING, INC..
Plan sponsor
Name
SWINGTECH CONSULTING, INC.
EIN
26-4774738
Address
7701 GREENBELT RD STE 501 · GREENBELT, MD · 207706523
Phone
(301) 850-1685
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
REGAN, SCHICKNER, & HARPER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, IN C. | 23-1945930 | — | RECORDKEEPER | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401KINABOX | — | ELLICOTT CITY, MD | CONTRACT ADMINISTRATOR | $10K | — |
Investments
33 direct securities· $10.0M(100% of reported assets)
Uncategorized
$8.4M
32 holdings
Mutual Funds
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund V - | Mutual Funds | — | — | $1.6M | 15.9% | |
| Vanguard Information Tech Index Adm - | — | — | — | $1.5M | 14.9% | |
| Vanguard Target Retirement 2040 Fund - | — | — | — | $1.4M | 14.3% | |
| Vanguard 500 Index Adm - | — | — | — | $623K | 6.3% | |
| Vanguard Target Retirement 2045 Fund - | — | — | — | $612K | 6.1% | |
| Vanguard Target Retirement 2050 Fund - | — | — | — | $509K | 5.1% | |
| Vanguard Target Retirement 2030 Fund - | — | — | — | $494K | 5.0% | |
| Vanguard Target Retirement 2055 Fund - | — | — | — | $436K | 4.4% | |
| Vanguard Mid Cap Index Adm - 136 * Vanguard Mid-Cap Growth Index Adm - | — | — | — | $372K | 3.7% | |
| similar party collateral, par, or maturity value (d) Cost** Value * Vanguard Target Retirement 2035 Fund - | — | — | — | $369K | 3.7% | |
| Vanguard Total Intl Stock Index Adm - 89 * Vanguard Total Stock Market Index Adm - | — | — | — | $318K | 3.2% | |
| Vanguard Target Retirement 2025 Fund - | — | — | — | $277K | 2.8% | |
| Vanguard Growth Index Adm - | — | — | — | $265K | 2.7% | |
| Vanguard Target Retirement 2060 Fund - | — | — | — | $258K | 2.6% | |
| Interest-bearing cash * Vanguard Federal Money Market Inv - | — | — | — | $127K | 1.3% | |
| Participant Loans bearing interest at a range of 4.25% to 9.5%, - | — | — | — | $121K | 1.2% | |
| Vanguard Target Retirement 2065 Fund - | — | — | — | $100K | 1.0% | |
| Vanguard Balanced Index Adm - | — | — | — | $83K | 0.8% | |
| Vanguard Target Retirement Income Fund - | — | — | — | $79K | 0.8% | |
| Vanguard Small-Cap Value Index Adm - | — | — | — | $76K | 0.8% | |
| Vanguard Equity Income Adm - | — | — | — | $72K | 0.7% | |
| Vanguard Health Care Index Adm - | — | — | — | $49K | 0.5% | |
| Vanguard Target Retirement 2070 Fund - | — | — | — | $43K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm - | — | — | — | $42K | 0.4% | |
| Vanguard Target Retirement 2020 Fund - | — | — | — | $39K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm - | — | — | — | $29K | 0.3% | |
| Vanguard Total Bond Market Index Adm - | — | — | — | $26K | 0.3% | |
| Vanguard Value Index Adm - | — | — | — | $20K | 0.2% | |
| Vanguard Small-Cap Index Adm - | — | — | — | $12K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm - | — | — | — | $11K | 0.1% | |
| Vanguard Total Intl Bond Index Adm - | — | — | — | $3K | <0.1% | |
| Vanguard Real Estate Index Adm - * Vanguard Short-Term Bond Index Adm - | — | — | — | $2K | <0.1% | |
| Schwab Self-Direct Cash Fund V - | — | — | — | $2K | <0.1% |
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