How big is Soward & Associates 401(k) Plan's plan?

Soward & Associates 401(k) Plan's plan reported $240K in assets and 5 participants for 2024.

Original filing (PDF)20251014151601NAL0004365680001

Soward & Associates 401(k) Plan

Name: Soward & Associates 401(k) Plan — Form 5500 (2024)
Creator: Soward & Associates 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Soward & Associates 401(k) Plan held $240K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

Soward & Associates 401(k) Plan's EIN is 27-3788433.

EIN 27-3788433

Plan number 001

Plan year 2024

ACK ID 20251014151601NAL0004365680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soward & Associates 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soward & Associates 401(k) Plan's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOWARD & ASSOCIATES 401(K) PLAN.

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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