How big is KOHN, Swift & GRAF, P.C.'s plan?

KOHN, Swift & GRAF, P.C.'s plan reported $8.6M in assets and 11 participants for 2024.

Original filing (PDF)20250821150008NAL0004365793001

KOHN, Swift & GRAF, P.C.

Name: KOHN, Swift & GRAF, P.C. — KOHN, Swift & GRAF, P.C., Form 5500 (2024)
Creator: KOHN, Swift & GRAF, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOHN, Swift & GRAF, P.C. Profit Sharing Plan

401(k) retirement plan · KOHN, Swift & GRAF, P.C.'s KOHN, Swift & GRAF, P.C. Profit Sharing Plan held $8.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan identifiers

KOHN, Swift & GRAF, P.C.'s EIN is 23-1711658.

EIN 23-1711658

Plan number 002

Plan year 2024

ACK ID 20250821150008NAL0004365793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KOHN, Swift & GRAF, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KOHN, Swift & GRAF, P.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 KOHN, SWIFT & GRAF, P.C..

Finding similar companies…

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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

KOHN, SWIFT & GRAF, P.C.

EIN

all filings

Address

1600 MARKET STREET · SUITE 2500 · PHILADELPHIA, PA · 19103

Phone

(215) 238-1700

Industry

Professional & Technical Services

Plan administrator