Original filing (PDF)20251014125045NAL0005900674001

RICHARD W. SWIFT, MD

Name: RICHARD W. SWIFT, MD — RICHARD W. SWIFT, MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD W. SWIFT, MD

Form 5500-SF

FILING_RECEIVED

RICHARD W. SWIFT, MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$501K

Net assets (EOY)

$500K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD W. SWIFT, MD.

Plan sponsor

Name

RICHARD W. SWIFT, MD

EIN

20-0159881

Address

110 EAST 87TH STREET · NEW YORK, NY · 10128

Phone

(212) 828-9906

Industry