How big is RSJ Swenson, LLC's plan?

RSJ Swenson, LLC's plan reported $231K in assets and 10 participants for 2024.

Original filing (PDF)20250610084755NAL0043389474001

RSJ Swenson, LLC

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

Form 5500-SF

FILING_RECEIVED

RSJ Swenson 401(k) Plan

401(k) retirement plan · RSJ Swenson, LLC's RSJ Swenson 401(k) Plan held $231K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

People on this filing

Shirley Horner signed RSJ Swenson, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

RSJ Swenson, LLC's EIN is 26-2563688.

EIN 26-2563688

Plan number 001

Plan year 2024

ACK ID 20250610084755NAL0043389474001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RSJ Swenson, 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 RSJ SWENSON, 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