Original filing (PDF)20241015133133NAL0057848642001

SWB Yankees LLC

Name: SWB Yankees LLC — SWB Yankees LLC 401(k) Profit, Form 5500 (2023)
Creator: SWB Yankees LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWB Yankees LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · SWB Yankees LLC's SWB Yankees LLC 401(k) Profit Sharing Plan and Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert Mills signed SWB Yankees LLC's 2023 Form 5500 as plan administrator.

Robert Mills — 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

SWB Yankees LLC's EIN is 20-5771355.

EIN 20-5771355

Plan number 001

Plan year 2023

ACK ID 20241015133133NAL0057848642001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

SWB Yankees LLC'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 SWB YANKEES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score