How big is Swivl, Inc.'s plan?

Swivl, Inc.'s plan reported $2.1M in assets and 23 participants for 2025.

Original filing (PDF)20260402220125NAL0001453555063

Swivl, Inc.

Name: Swivl, Inc. — Swivl 401(k) Plan, Form 5500 (2025)
Creator: Swivl, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swivl 401(k) Plan

401(k) retirement plan · Swivl, Inc.'s Swivl 401(k) Plan held $2.1M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Swivl, Inc.'s EIN is 27-2697550.

EIN 27-2697550

Plan number 001

Plan year 2025

ACK ID 20260402220125NAL0001453555063

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Swivl, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SWIVL, INC

EIN

all filings

Address

1906 EL CAMINO REAL · SUITE 102 · MENLO PARK, CA · 94025

Phone

(888) 837-6209

Industry

Manufacturing

Plan administrator