How big is SFW Capital Partners, LP's plan?

SFW Capital Partners, LP's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20251014151607NAL0003258033001

SFW Capital Partners, LP

Name: SFW Capital Partners, LP — SFW Capital Partners, Form 5500 (2024)
Creator: SFW Capital Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFW Capital Partners 401(k) Plan

401(k) retirement plan · SFW Capital Partners, LP's SFW Capital Partners 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Roger Freeman signed SFW Capital Partners, LP's 2024 Form 5500 as plan administrator.

Roger Freeman — 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

SFW Capital Partners, LP's EIN is 20-0921642.

EIN 20-0921642

Plan number 001

Plan year 2024

ACK ID 20251014151607NAL0003258033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SFW Capital Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SFW Capital Partners, LP's plan includes 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 SFW CAPITAL PARTNERS, LP.

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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