Employers › Swva

Swva 401(k)

Manufacturing
Huntington, WV
EIN 55-0621605
2 plans with Schedule H financials
Plan year 2024
Swva, Inc.
SEC registrant Swva Inc

Recordkeeping fees per participant · largest plan, Swva, Inc. Collective Bargaining Unit Retirement Plan · plan year 2024

$83.16

Higher than 61% of the 5,847 plans $50 to 250M that report it.

Source

= $49,728 / 598
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260714133718NAL0002070512001, received 2026-07-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260714133718NAL0002070512001, received 2026-07-14

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-10-01 to 2025-09-30, filing received 2026-07-14.

Largest plan, all six figures: Swva, Inc. Collective Bargaining Unit Retirement Plan

Recordkeeping fees per participantheadline

$83.16

10th: $10.22median $69.9190th: $151.08

Higher than 61% of the 5,847 plans $50 to 250M that report it.

Source

Administrative expenses excluding investment management, per participant

$85.67

10th: $16.21median $93.2090th: $246.84

Higher than 45% of the 8,758 plans $50 to 250M that report it.

Source

= $51,228 / 598
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260714133718NAL0002070512001, received 2026-07-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260714133718NAL0002070512001, received 2026-07-14

Administrative expenses per participant

$168.59

10th: $29.39median $132.8490th: $350.58

Higher than 63% of the 9,042 plans $50 to 250M that report it.

Source

= $100,817 / 598
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260714133718NAL0002070512001, received 2026-07-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260714133718NAL0002070512001, received 2026-07-14

Administrative expenses as a share of assets

0.191%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 67% of the 9,049 plans $50 to 250M that report it.

Source

= $100,817 / $52,859,500
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260714133718NAL0002070512001, received 2026-07-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260714133718NAL0002070512001, received 2026-07-14

Employer contributions per participant

$3,388

10th: $965median $2,73890th: $8,164

Higher than 61% of the 9,105 plans $50 to 250M that report it.

Source

= $2,025,874 / 598
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260714133718NAL0002070512001, received 2026-07-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260714133718NAL0002070512001, received 2026-07-14

Employer share of total contributions

51.2%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 90% of the 9,112 plans $50 to 250M that report it.

Source

= $2,025,874 / $3,954,952
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260714133718NAL0002070512001, received 2026-07-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260714133718NAL0002070512001, received 2026-07-14

Plan terms, as stated in Swva, Inc.'s SEC filings

Plan terms are not published in public filings.

Plans sponsored

Plan	Assets	Participants with a balance	Headline	Year
Swva, Inc. Collective Bargaining Unit Retirement Plan	$52,859,500	598	$83.16 recordkeeping fees per participant	2024
Swva, Inc. Management Retirement Planfinal filing	$0	0		2023

Alerts, claims and corrections

Sponsor name as filed: SWVA, INC.; SEC registrant: SWVA INC (CIK 1418521, matched by EIN).