Original filing (PDF)20250307151813NAL0023626818001

SWIZZLE, INC

Name: SWIZZLE, INC — SWIZZLE, INC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SWIZZLE, INC

Form 5500-SF

FILING_RECEIVED

SWIZZLE, INC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWIZZLE, INC.

Plan sponsor

Name

SWIZZLE, INC

EIN

39-1424307

Address

W177N9774 RIVERSBEND CIR. E. · GERMANTOWN, WI · 53022

Phone

(414) 975-5491

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-03-07

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 Plumbing, Heating, AC Contractors plans

SPECIALTY SERVICES, CORP.

SPECIALTY SERVICES 401(K) PLAN

$2.3M · 9 participants

J.D. MASTERS PLUMBING & HEATING, INC.

J.D. MASTERS PLUMBING & HEATING, INC. PENSION PLAN

$2.3M · 13 participants

MORROW, INC.

MORROW, INC. 401(K) PLAN

$2.3M · 5 participants

MID SOUTH FIRE SOLUTIONS, LLC

MID SOUTH FIRE SOLUTIONS, LLC 401(K) PLAN

$2.3M · 66 participants

THOMAS J. KENNEDY PLUMBING, HEATING & HVAC, INC.

TJK PLUMBING 401(K) PLAN