How big is Cahill Swift, LLC's plan?

Cahill Swift, LLC's plan reported $196K in assets and 11 participants for 2024.

Original filing (PDF)20250722160937NAL0007582258001

Cahill Swift, LLC

Name: Cahill Swift, LLC — Cahill Swift, LLC 401(k) Plan, Form 5500 (2024)
Creator: Cahill Swift, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cahill Swift, LLC 401(k) Plan

401(k) retirement plan · Cahill Swift, LLC's Cahill Swift, LLC 401(k) Plan held $196K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

People on this filing

Joseph Lofgren signed Cahill Swift, LLC's 2024 Form 5500 as plan administrator.

Joseph Lofgren — 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

Cahill Swift, LLC's EIN is 20-3107137.

EIN 20-3107137

Plan number 001

Plan year 2024

ACK ID 20250722160937NAL0007582258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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