Original filing (PDF)20250904151343NAL0016408561001

SWARTZ & SONS DISTRIBUTORS, INC.

Name: SWARTZ & SONS DISTRIBUTORS, INC. — SWARTZ & SONS DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWARTZ & SONS DISTRIBUTORS, INC.

Form 5500-SF

FILING_RECEIVED

SWARTZ & SONS DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

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 SWARTZ & SONS DISTRIBUTORS, INC..

Plan sponsor

Name

SWARTZ & SONS DISTRIBUTORS, INC.

EIN

52-1075636

Address

3815 38TH STREET · 0 · BRENTWOOD, MD · 20722

Phone

—

Industry

Wholesale Tradesee all

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

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SUPREME LOBSTER & SEAFOOD COMPANY

SUPREME LOBSTER & SEAFOOD COMPANY PROFIT SHARING AND 401(K) PLAN

$10.7M · 140 participants

MAR-VAL FOOD STORE NO1 INC

MAR-VAL FOOD STORE NO1 INC 401K PROFIT SHARING PLAN

$10.5M · 419 participants

KATZMAN PRODUCE

KATZMAN PRODUCE INC. SAFE HARBOR PROFIT SHARING

$10.7M · 39 participants

RAMARC FOODS, INC.

RAMARC FOODS, INC. PROFIT SHARING PLAN AND TRUST

$10.8M · 9 participants

M. R. WILLIAMS, INC.

M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN