How big is Swellshark, LLC's plan?

Swellshark, LLC's plan reported $2.1M in assets and 21 participants for 2024.

Original filing (PDF)20250721165323NAL0000803251001

Swellshark, LLC

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

Form 5500-SF

FILING_RECEIVED

Swellshark 401(k) Plan

401(k) retirement plan · Swellshark, LLC's Swellshark 401(k) Plan held $2.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Mary Perhach signed Swellshark, LLC's 2024 Form 5500 as plan administrator.

Mary Perhach — 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

Swellshark, LLC's EIN is 20-8626758.

EIN 20-8626758

Plan number 001

Plan year 2024

ACK ID 20250721165323NAL0000803251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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