Original filing (PDF)20250630093956NAL0006201283001

Strategic Wealth Advisors Network LLC, DBA SWAN, LLC

Name: Strategic Wealth Advisors Network LLC, DBA SWAN, LLC — Form 5500 Plan 001 (2024)
Creator: Strategic Wealth Advisors Network LLC, DBA SWAN, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael H. Fliegelman CHFC Retirement Plan

401(k) retirement plan · Strategic Wealth Advisors Network LLC, DBA SWAN, LLC's Michael H. Fliegelman CHFC Retirement Plan held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Patricia PEEL for TRPC-IRG signed Strategic Wealth Advisors Network LLC, DBA SWAN, LLC's 2024 Form 5500 as plan administrator.

Patricia PEEL for TRPC-IRG — 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

Strategic Wealth Advisors Network LLC, DBA SWAN, LLC's EIN is 27-2270790.

EIN 27-2270790

Plan number 001

Plan year 2024

ACK ID 20250630093956NAL0006201283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Advisors Network LLC, DBA SWAN, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Advisors Network LLC, DBA SWAN, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC WEALTH ADVISORS NETWORK LLC, DBA SWAN, 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