Original filing (PDF)20250505150607NAL0008202273001

STIEGLER WELLS BRUNSWICK & ROTH, INC.

Name: STIEGLER WELLS BRUNSWICK & ROTH, INC. — SWB&R, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STIEGLER WELLS BRUNSWICK & ROTH, INC.

Form 5500-SF

FILING_RECEIVED

SWB&R, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STIEGLER WELLS BRUNSWICK & ROTH, INC..

Plan sponsor

Name

STIEGLER WELLS BRUNSWICK & ROTH, INC.

EIN