Original filing (PDF)20251009155128NAL0007242801001

CORE SWX, LLC

Name: CORE SWX, LLC — CORE SWX, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CORE SWX, LLC

Form 5500-SF

FILING_RECEIVED

CORE SWX, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE SWX, LLC.

Plan sponsor

Name

CORE SWX, LLC

EIN

81-3679522

Address

91 B COMMERCIAL ST · PLAINVIEW, NY · 11803

Phone

(516) 595-7488

Industry

Wholesale Tradesee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

J&M DISTRIBUTING INC.

J&M DISTRIBUTING INC. 401(K) PROFIT SHARING PLAN

$59K · 2 participants

IM DESIGN CONCEPTS

IM DESIGN CONCEPTS 401(K)

$59K · 4 participants

TOTAL ELECTRICAL DISTRIBUTORS, INC.

TOTAL ELECTRICAL DISTRIBUTORS, INC 401(K) P/S PLAN

$59K · 1 participants

INXPECT

INXPECT 401(K) PLAN

$59K · 4 participants

PEDAL

PEDAL 401(K) PROFIT SHARING PLAN & TRUST

$59K · 11 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.