Swank Enterprises 401(k) match, vesting and fees
What Swank Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 61,401 defined-contribution plans in construction with fewer than 100 participants.
| Swank Enterprises: employer contribution per participant | $3,128 | |
| Peer median | $2,111 |
| Swank Enterprises: average balance | $948,171 | |
| Peer median | $49,594 |
| Swank Enterprises: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.9M at the end of plan year 2023 to $78.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 83 | $78.7M | $260K | $3,128 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 79 | $46.5M | $291K | $3,678 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 76 | $24.9M | $6,174 | $81 | <0.01% | Not published | Form 5500 ↗ |
Other Swank Enterprises plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Swank Enterprises Inc Davis-Bacon Pension Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance | Schedule C ↗ |
| Independent auditor | Dahlin Accounting & Consulting LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Swank Enterprises, Inc. 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Swank Enterprises match 401(k) contributions?
The match terms for the Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $260K in employer contributions, about $3,128 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swank Enterprises 401(k) match vested?
The vesting schedule for the Swank Enterprises, Inc. Employee Stock Ownership 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swank Enterprises 401(k)?
The filing names Swank Enterprises Inc as plan administrator; it does not list a recordkeeper.
I left Swank Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swank Enterprises Inc, (406) 279-3241). The Swank Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Swank Enterprises 401(k)
Data from the public Form 5500 annual reports Swank Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Swank Enterprises. Not financial advice. Report a correction · Methodology