· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
S & W UNDERGROUND, INC. — S & W UNDERGROUND, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918163647NAL0003666290001
S & W UNDERGROUND, INC.
Form 5500-SF
FILING_RECEIVED
S & W UNDERGROUND, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
10
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
S & W UNDERGROUND, INC.
.
Find decision makers
Plan sponsor
Name
S & W UNDERGROUND, INC.
EIN
93-1237603
Address
2360 NW MARINE DRIVE · TROUTDALE, OR · 97060
Phone
(503) 663-9756
Industry
Construction
see 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
TNT BLANCHARD GENERAL ENGINEERING, INC.
TNT BLANCHARD GENERAL ENGINEERING401K
$1.2M · 12 participants
URBAN DEVELOPMENT PARTNERS
URBAN DEVELOPMENT PARTNERS 401(K) PLAN (4885)
$1.2M · 17 participants
LYNCH CONSTRUCTION COMPANY, INC.
LYNCH CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 32 participants
ANDY REYNOLDS HOMES, INC.
ANDY REYNOLDS HOMES, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 7 participants
GRIFFITHS CONSTRUCTION & INTERIORS, INC.
80
Knocking points off
56% 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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GRIFFITHS CONSTRUCTION & INTERIORS, INC. PROFIT SHARING PLAN
$1.2M · 10 participants
CATSKILL FARMS, INC.
CATSKILL FARMS, INC. 401K PROFIT SHARING PLAN & TRUST
$1.2M · 8 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
