How big is SWAN Financial's plan?

SWAN Financial's plan reported $63K in assets and 21 participants for 2025.

Original filing (PDF)20260130123839NAL0004379843001

SWAN Financial

Name: SWAN Financial — SWAN Financial Retirement Trust, Form 5500 (2025)
Creator: SWAN Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWAN Financial Retirement Trust

401(k) retirement plan · SWAN Financial's SWAN Financial Retirement Trust held $63K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Yvonne FRY signed SWAN Financial's 2025 Form 5500 as plan administrator.

Yvonne FRY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SWAN Financial's EIN is 03-0529199.

EIN 03-0529199

Plan number 001

Plan year 2025

ACK ID 20260130123839NAL0004379843001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SWAN Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SWAN Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Knocking points off