How big is S&W Associates, L.L.C.'s plan?

S&W Associates, L.L.C.'s plan reported $761K in assets and 3 participants for 2024.

Original filing (PDF)20250703095824NAL0000892896001

S&W Associates, L.L.C.

Name: S&W Associates, L.L.C. — S&W Associates 401(k) Plan, Form 5500 (2024)
Creator: S&W Associates, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S&W Associates 401(k) Plan

401(k) retirement plan · S&W Associates, L.L.C.'s S&W Associates 401(k) Plan held $761K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

People on this filing

ALAN E. Wolf signed S&W Associates, L.L.C.'s 2024 Form 5500 as plan administrator.

ALAN E. Wolf — 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

S&W Associates, L.L.C.'s EIN is 20-4241214.

EIN 20-4241214

Plan number 001

Plan year 2024

ACK ID 20250703095824NAL0000892896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S&W Associates, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S&W Associates, L.L.C.'s plan includes profit-sharing, 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 S&W ASSOCIATES, L.L.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

S&W ASSOCIATES, L.L.C.

EIN

all filings

Address

PO BOX 275 · CUMBERLAND CENTER, ME · 04021

Phone

(207) 829-6363

Industry

Law Offices· Professional & Technical Services

Plan administrator