How big is Southwest Materials Handling Company, Inc.'s plan?

Southwest Materials Handling Company, Inc.'s plan reported $852K in assets and 35 participants for 2024.

Original filing (PDF)20250826075406NAL0014898928001

Southwest Materials Handling Company, Inc.

Name: Southwest Materials Handling Company, Inc. — Form 5500 Plan 001 (2024)
Creator: Southwest Materials Handling Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swmhc 401(k) Plan

401(k) retirement plan · Southwest Materials Handling Company, Inc.'s Swmhc 401(k) Plan held $852K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

Plan identifiers

Southwest Materials Handling Company, Inc.'s EIN is 75-1236087.

EIN 75-1236087

Plan number 001

Plan year 2024

ACK ID 20250826075406NAL0014898928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Materials Handling Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Materials Handling Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST MATERIALS HANDLING COMPANY, INC..

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score