How big is SWF Inc.'s plan?

SWF Inc.'s plan reported $15K in assets and 24 participants for 2024.

Original filing (PDF)20250718151625NAL0001027955001

SWF Inc.

Name: SWF Inc. — Trestle Fulfillment 401(k) Plan, Form 5500 (2024)
Creator: SWF Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trestle Fulfillment 401(k) Plan

401(k) retirement plan · SWF Inc.'s Trestle Fulfillment 401(k) Plan held $15K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Marcus Bowie signed SWF Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SWF Inc.'s EIN is 30-0803721.

EIN 30-0803721

Plan number 002

Plan year 2024

ACK ID 20250718151625NAL0001027955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWF Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWF Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SWF INC.

EIN

all filings

Address

300 MADSEN DR · BLOOMINGDALE, IL · 60108

Phone

(844) 681-2867

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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