Original filing (PDF)20240924051316NAL0022879090001

SWING STATE STRATEGIES

Name: SWING STATE STRATEGIES — SWING STATE STRATEGIES 401K PLAN, Form 5500 (2023)
Creator: SWING STATE STRATEGIES

Form 5500-SF

FILING_RECEIVED

SWING STATE STRATEGIES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWING STATE STRATEGIES.

Plan sponsor

Name

SWING STATE STRATEGIES

EIN

47-4827212

Address

PO BOX 69 · CIRCLEVILLE, OH · 43113

Phone

(614) 395-4545

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-24

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 Professional & Technical Services plans

ALLISON & PARTNERS, LLC

ALLISON & PARTNERS 401(K) PLAN

BOLSTER, LLC

BOLSTER 401(K) & PROFIT SHARING PLAN

2120 CREATIVE, LLC

2120 CREATIVE, LLC 401K PLAN

GNF, INC

GNF, INC GFB BENEFIT PLAN

MDG ADVERTISING, INC.

MDG ADVERTISING, INC 401(K) PLAN

ALYCE, INC.