How big is Switzer Financial LLC's plan?

Switzer Financial LLC's plan reported $4K in assets and 1 participants for 2024.

Original filing (PDF)20250812185241NAL0008462001001

Switzer Financial LLC

Name: Switzer Financial LLC — Switzer Financial LLC, Form 5500 (2024)
Creator: Switzer Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Switzer Financial LLC Retirement Trust

401(k) retirement plan · Switzer Financial LLC's Switzer Financial LLC Retirement Trust held $4K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Plan Sponsor signed Switzer Financial LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Switzer Financial LLC's EIN is 11-3674131.

EIN 11-3674131

Plan number 001

Plan year 2024

ACK ID 20250812185241NAL0008462001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score