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SWIFT NAVIGATION, INC. — SWIFT NAVIGATION, INC. 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230713192222NAL0023272721001
SWIFT NAVIGATION, INC.
Form 5500-SF
FILING_RECEIVED
SWIFT NAVIGATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
70
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
SWIFT NAVIGATION, INC.
.
Find decision makers
Plan sponsor
Name
SWIFT NAVIGATION, INC.
EIN
45-5275113
Address
201 MISSION ST · STE 2400 · SAN FRANCISCO, CA · 94105
Phone
(415) 636-7490
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
2023-07-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
69% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THOMPSON EQUIPMENT COMPANY, INC.
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