What public Form 5500 filings show about the Swiftly, Inc. 401(k) plan — and how to find and check your own account.
Swiftly, Inc. (EIN 46-5294828) reports SWIFTLY 401(K) PLAN. on its most recent Form 5500, with $7.4M in plan assets across 76 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Swiftly, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Swiftly, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP, ADP BROKER-DEALER.
