How big is Swimjim Inc.'s plan?

Swimjim Inc.'s plan reported $205K in assets and 175 participants for 2023.

Original filing (PDF)20240708100459NAL0012158657001

Swimjim Inc.

Name: Swimjim Inc. — SWIM Jim 401(k) Plan, Form 5500 (2023)
Creator: Swimjim Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWIM Jim 401(k) Plan

401(k) retirement plan · Swimjim Inc.'s SWIM Jim 401(k) Plan held $205K in plan assets for 175 participants in 2023.

Signals · 1

No auditor on file

Active participants

175

Accounts w/ balance

123

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

TARA Evans signed Swimjim Inc.'s 2023 Form 5500 as plan administrator.

TARA Evans — 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

Swimjim Inc.'s EIN is 13-4027597.

EIN 13-4027597

Plan number 002

Plan year 2023

ACK ID 20240708100459NAL0012158657001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Swimjim Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Swimjim Inc.'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 SWIMJIM INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SWIMJIM INC

EIN

all filings

Address

3 W 102ND ST · APT 2B · NEW YORK, NY · 10025

Phone

(718) 414-5162

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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