How big is SWAN Capital LLC's plan?

SWAN Capital LLC's plan reported $704K in assets and 21 participants for 2024.

Original filing (PDF)20250501120309NAL0003111921001

SWAN Capital LLC

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

Form 5500-SF

FILING_RECEIVED

SWAN Capital 401(k) Plan

401(k) retirement plan · SWAN Capital LLC's SWAN Capital 401(k) Plan held $704K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

Plan identifiers

SWAN Capital LLC's EIN is 30-0799811.

EIN 30-0799811

Plan number 001

Plan year 2024

ACK ID 20250501120309NAL0003111921001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SWAN Capital LLC's plan includes profit-sharing, 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 SWAN CAPITAL 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