How big is SWAP Inc.'s plan?

SWAP Inc.'s plan reported $1.8M in assets and 17 participants for 2024.

Original filing (PDF)20250731135552NAL0008623776001

SWAP Inc.

Name: SWAP Inc. — SWAP Inc. Tax Deferred Annuity Plan, Form 5500 (2024)
Creator: SWAP Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWAP Inc. Tax Deferred Annuity Plan

401(k) retirement plan · SWAP Inc.'s SWAP Inc. Tax Deferred Annuity Plan held $1.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Carla Destefano signed SWAP Inc.'s 2024 Form 5500 as plan administrator.

Carla Destefano — 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

SWAP Inc.'s EIN is 05-0370946.

EIN 05-0370946

Plan number 001

Plan year 2024

ACK ID 20250731135552NAL0008623776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SWAP Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SWAP Inc.'s plan includes a 401(k) feature, a 403(b) annuity.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SWAP INC

EIN

all filings

Address

CARLA DESTEFANO · 439 PINE ST · PROVIDENCE, RI · 029071317

Phone

—

Industry

Real Estate

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

2025-07-31

Pension benefit codes

2J · 401(k) feature

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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