How big is Swift Financial Group LLC's plan?

Swift Financial Group LLC's plan reported $339K in assets and 5 participants for 2024.

Original filing (PDF)20250613085651NAL0050005650001

Swift Financial Group LLC

Name: Swift Financial Group LLC — Swift Financial Group, Form 5500 (2024)
Creator: Swift Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swift Financial Group LLC 401(k) Plan

401(k) retirement plan · Swift Financial Group LLC's Swift Financial Group LLC 401(k) Plan held $339K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

People on this filing

John Magaletti signed Swift Financial Group LLC's 2024 Form 5500 as plan administrator.

John Magaletti — 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

Swift Financial Group LLC's EIN is 26-3876545.

EIN 26-3876545

Plan number 001

Plan year 2024

ACK ID 20250613085651NAL0050005650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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